Castle 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 | $542K | Hold |
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|
2025
Q2 | $484K | Hold |
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|
2025
Q1 | $432K | Hold |
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|
2024
Q4 | $487K | Hold |
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|
2024
Q3 | $481K | Hold |
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|
2024
Q2 | $444K | Hold |
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|
2024
Q1 | $458K | Sell |
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|
2023
Q4 | $427K | Sell |
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|
2023
Q3 | $398K | Hold |
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|
2023
Q2 | $430K | Hold |
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|
2023
Q1 | $401K | Hold |
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|
2022
Q4 | $380K | Hold |
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|
2022
Q3 | $366K | Sell |
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|
2022
Q2 | $402K | Buy |
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