Cassaday & Co Wealth Management’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
$292M Buy
2025
Q2
$258M Buy
2025
Q1
$227M Sell
2024
Q4
$257M Buy
2024
Q3
$249M Buy
2024
Q2
$225M Buy
2024
Q1
$228M Buy
2023
Q4
$207M Buy
2023
Q3
$183M Buy
2023
Q2
$196M Buy
2023
Q1
$180M Buy
2022
Q4
$160M Buy