Bradley Foster & Sargent’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
$657K Sell
2,299
-5
-0.2% -$1.43K 0.01% 346
2025
Q1
$589K Hold
2,304
0.01% 327
2024
Q4
$663K Hold
2,304
0.01% 326
2024
Q3
$654K Sell
2,304
-19
-0.8% -$5.4K 0.01% 331
2024
Q2
$610K Buy
2,323
+93
+4% +$24.4K 0.01% 331
2024
Q1
$604K Sell
2,230
-313
-12% -$84.8K 0.01% 332
2023
Q4
$641K Buy
2,543
+130
+5% +$32.8K 0.01% 322
2023
Q3
$586K Hold
2,413
0.01% 325
2023
Q2
$586K Buy
+2,413
New +$586K 0.01% 325