Avaii 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 | $489K | Sell |
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|
2025
Q2 | $438K | Sell |
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|
2025
Q1 | $394K | Hold |
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|
2024
Q4 | $444K | Sell |
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|
2024
Q3 | $446K | Sell |
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|
2024
Q2 | $415K | Sell |
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|
2024
Q1 | $495K | Sell |
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|
2023
Q4 | $466K | Sell |
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|
2023
Q3 | $417K | Hold |
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|
2023
Q2 | $452K | Sell |
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|
2023
Q1 | $446K | Sell |
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|
2022
Q4 | $428K | Buy |
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|
2022
Q3 | $376K | Sell |
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|
2022
Q2 | $376K | Sell |
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|
2022
Q1 | $489K | Hold |
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|
2021
Q4 | $560K | Buy |
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