Ballentine Partners’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 | $277K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $203K | Hold |
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|
2024
Q3 | $201K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $609K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $109K | Hold |
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|
2017
Q2 | $106K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $94K | Hold |
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|
2016
Q3 | $91K | Hold |
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|
2016
Q2 | $84K | Sell |
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|
2016
Q1 | $114K | Buy |
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