BWM
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Bernard Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Bernard Wealth Management’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$18.6K Sell
65
-77
-54% -$22K 0.01% 183
2025
Q1 		$36.3K Buy
142
+77
+118% +$19.7K 0.02% 144
2024
Q4 		$18.7K Buy
+65
New +$18.7K 0.01% 182