Bailard’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 | $5.39M | Buy |
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|
2025
Q1 | $4.72M | Buy |
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|
2024
Q4 | $5.3M | Hold |
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|
2024
Q3 | $5.23M | Sell |
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|
2024
Q2 | $4.85M | Sell |
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|
2024
Q1 | $5.04M | Buy |
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|
2023
Q4 | $343K | Buy |
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|
2023
Q3 | $226K | Buy |
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|
2023
Q2 | $221K | Hold |
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|
2023
Q1 | $206K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $456K | Hold |
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|
2022
Q1 | $565K | Hold |
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|
2021
Q4 | $648K | Hold |
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|
2021
Q3 | $649K | Hold |
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|
2021
Q2 | $689K | Hold |
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|
2021
Q1 | $665K | Hold |
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|
2020
Q4 | $634K | Hold |
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|
2020
Q3 | $490K | Buy |
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