AE Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $68.7M | Buy |
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|
2025
Q2 | $54.3M | Buy |
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|
2025
Q1 | $46M | Buy |
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|
2024
Q4 | $45.6M | Buy |
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|
2024
Q3 | $37.3M | Buy |
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|
2024
Q2 | $29.4M | Buy |
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|
2024
Q1 | $24M | Buy |
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|
2023
Q4 | $18.3M | Buy |
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|
2023
Q3 | $9.73M | Buy |
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|
2023
Q2 | $7.08M | Buy |
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|
2023
Q1 | $5M | Buy |
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|
2022
Q4 | $4.3M | Buy |
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|
2022
Q3 | $3.86M | Buy |
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|
2022
Q2 | $536K | Buy |
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|
2022
Q1 | $534K | Buy |
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|
2021
Q4 | $487K | Buy |
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|
2021
Q3 | $226K | Sell |
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|
2021
Q2 | $311K | Sell |
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|
2021
Q1 | $314K | Sell |
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|
2020
Q4 | $352K | Buy |
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|
2020
Q3 | $234K | Sell |
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|
2020
Q2 | $272K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $364K | Buy |
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|
2019
Q3 | $279K | Sell |
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|
2019
Q2 | $292K | Buy |
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|
2019
Q1 | $259K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $259K | Buy |
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|
2018
Q2 | $236K | Sell |
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|
2018
Q1 | $235K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $1.12M | Buy |
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|
2016
Q4 | $294K | Buy |
|