Bogart Wealth LLC’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 | $13.8K | Hold |
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|
2025
Q2 | $12.3K | Hold |
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|
2025
Q1 | $11K | Sell |
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|
2024
Q4 | $33.1K | Hold |
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|
2024
Q3 | $32.7K | Hold |
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|
2024
Q2 | $30.2K | Buy |
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|
2024
Q1 | $28.2K | Sell |
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|
2023
Q4 | $27.5K | Sell |
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|
2023
Q3 | $38.8K | Hold |
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|
2023
Q2 | $42K | Hold |
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|
2023
Q1 | $39.2K | Sell |
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|
2022
Q4 | $37.5K | Hold |
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|
2022
Q3 | $36K | Hold |
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|
2022
Q2 | $36K | Hold |
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|
2022
Q1 | $45K | Sell |
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|
2021
Q4 | $52K | Hold |
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|
2021
Q3 | $53K | Sell |
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|
2021
Q2 | $63K | Buy |
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|
2021
Q1 | $41K | Buy |
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|
2019
Q3 | – | Hold |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $3K | Sell |
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|
2018
Q4 | $10K | Buy |
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|
2018
Q3 | $9K | Sell |
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|
2018
Q2 | $8K | Hold |
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|
2018
Q1 | $8K | Sell |
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|
2017
Q4 | $18K | Hold |
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|
2017
Q3 | $18K | Buy |
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