Brown Wealth 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 | $1.08M | Buy |
3,770
+1,045
| +38% | +$299K | 0.33% | 49 |
|
|
2025
Q1 | $696K | Buy |
2,725
+402
| +17% | +$103K | 0.24% | 53 |
|
|
2024
Q4 | $669K | Sell |
2,323
-68
| -3% | -$19.6K | 0.24% | 47 |
|
|
2024
Q3 | $679K | Sell |
2,391
-143
| -6% | -$40.6K | 0.25% | 48 |
|
|
2024
Q2 | $665K | Buy |
2,534
+454
| +22% | +$119K | 0.27% | 47 |
|
|
2024
Q1 | $563K | Sell |
2,080
-23
| -1% | -$6.23K | 0.23% | 50 |
|
|
2023
Q4 | $530K | Buy |
+2,103
| New | +$530K | 0.23% | 51 |
|
|
2023
Q3 | – | Sell |
-2,089
| Closed | -$507K | – | 93 |
|
|
2023
Q2 | $507K | Buy |
+2,089
| New | +$507K | 0.26% | 57 |
|