Berkshire Asset Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Hold |
855
| – | – | 0.01% | 253 |
|
|
2025
Q1 | $224K | Hold |
855
| – | – | 0.01% | 263 |
|
|
2024
Q4 | $257K | Hold |
855
| – | – | 0.01% | 252 |
|
|
2024
Q3 | $224K | Hold |
855
| – | – | 0.01% | 264 |
|
|
2024
Q2 | $224K | Hold |
855
| – | – | 0.01% | 266 |
|
|
2024
Q1 | $232K | Sell |
855
-607
| -42% | -$165K | 0.01% | 225 |
|
|
2023
Q4 | $369K | Hold |
1,462
| – | – | 0.02% | 179 |
|
|
2023
Q3 | $328K | Hold |
1,462
| – | – | 0.02% | 181 |
|
|
2023
Q2 | $355K | Buy |
1,462
+25
| +2% | +$6.07K | 0.02% | 173 |
|
|
2023
Q1 | $326K | Buy |
+1,437
| New | +$326K | 0.02% | 175 |
|
|
2022
Q1 | – | Sell |
-705
| Closed | -$207K | – | 217 |
|
|
2021
Q4 | $207K | Hold |
705
| – | – | 0.01% | 231 |
|
|
2021
Q3 | $207K | Hold |
705
| – | – | 0.01% | 226 |
|
|
2021
Q2 | $220K | Hold |
705
| – | – | 0.01% | 220 |
|
|
2021
Q1 | $212K | Buy |
+705
| New | +$212K | 0.02% | 218 |
|
|
2019
Q1 | – | Sell |
-1,235
| Closed | -$207K | – | 226 |
|
|
2018
Q4 | $207K | Sell |
1,235
-1,000
| -45% | -$168K | 0.02% | 202 |
|
|
2018
Q3 | $481K | Sell |
2,235
-24
| -1% | -$5.17K | 0.04% | 146 |
|
|
2018
Q2 | $462K | Buy |
+2,259
| New | +$462K | 0.04% | 141 |
|
|
2013
Q4 | – | Sell |
-1,675
| Closed | -$211K | – | 171 |
|
|
2013
Q3 | $211K | Buy |
+1,675
| New | +$211K | 0.05% | 129 |
|