Bedel Financial Consulting’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 | $744K | Hold |
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|
2025
Q1 | $667K | Buy |
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|
2024
Q4 | $782K | Buy |
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|
2024
Q3 | $721K | Sell |
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|
2024
Q2 | $670K | Buy |
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|
2024
Q1 | $690K | Sell |
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|
2023
Q4 | $660K | Buy |
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|
2023
Q3 | $542K | Buy |
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|
2023
Q2 | $583K | Buy |
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|
2023
Q1 | $527K | Buy |
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|
2022
Q4 | $388K | Sell |
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|
2022
Q3 | $427K | Buy |
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|
2022
Q2 | $316K | Buy |
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|
2022
Q1 | $279K | Hold |
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|
2021
Q4 | $319K | Hold |
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|
2021
Q3 | $320K | Hold |
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|
2021
Q2 | $339K | Hold |
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|
2021
Q1 | $328K | Hold |
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|
2020
Q4 | $312K | Hold |
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|
2020
Q3 | $241K | Hold |
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|
2020
Q2 | $225K | Sell |
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|
2020
Q1 | $218K | Sell |
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|
2019
Q4 | $364K | Sell |
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|
2019
Q3 | $335K | Hold |
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|
2019
Q2 | $349K | Buy |
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|
2019
Q1 | $334K | Hold |
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|
2018
Q4 | $285K | Buy |
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|
2018
Q3 | $216K | Buy |
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|
2018
Q2 | $215K | Hold |
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|
2018
Q1 | $200K | Buy |
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