AO
Advisor OS’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,047
| Closed | -$589K | – | 444 |
|
|
2024
Q4 | $589K | Buy |
2,047
+61
| +3% | +$17.6K | 0.07% | 197 |
|
|
2024
Q3 | $564K | Hold |
1,986
| – | – | 0.06% | 236 |
|
|
2024
Q2 | $521K | Sell |
1,986
-27
| -1% | -$7.09K | 0.06% | 243 |
|
|
2024
Q1 | $545K | Sell |
2,013
-2
| -0.1% | -$542 | 0.06% | 224 |
|
|
2023
Q4 | $508K | Buy |
+2,015
| New | +$508K | 0.07% | 212 |
|