Arete Wealth Advisors’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
Q2
$373K Sell
2025
Q1
$342K Sell
2024
Q4
$505K Buy
2024
Q3
$419K Buy
2024
Q2
$359K Buy
2024
Q1
Sell
2023
Q4
$316K Buy
2015
Q3
Sell
2015
Q2
$352K Sell
2015
Q1
$412K Buy