Castle 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 | $484K | Hold |
1,692
| – | – | 0.18% | 74 |
|
|
2025
Q1 | $432K | Hold |
1,692
| – | – | 0.17% | 83 |
|
|
2024
Q4 | $487K | Hold |
1,692
| – | – | 0.19% | 77 |
|
|
2024
Q3 | $481K | Hold |
1,692
| – | – | 0.19% | 76 |
|
|
2024
Q2 | $444K | Hold |
1,692
| – | – | 0.21% | 82 |
|
|
2024
Q1 | $458K | Sell |
1,692
-1
| -0.1% | -$271 | 0.24% | 85 |
|
|
2023
Q4 | $427K | Sell |
1,693
-77
| -4% | -$19.4K | 0.26% | 84 |
|
|
2023
Q3 | $398K | Hold |
1,770
| – | – | 0.28% | 72 |
|
|
2023
Q2 | $430K | Hold |
1,770
| – | – | 0.3% | 71 |
|
|
2023
Q1 | $401K | Hold |
1,770
| – | – | 0.31% | 70 |
|
|
2022
Q4 | $380K | Hold |
1,770
| – | – | 0.24% | 73 |
|
|
2022
Q3 | $366K | Sell |
1,770
-180
| -9% | -$37.2K | 0.22% | 72 |
|
|
2022
Q2 | $402K | Buy |
+1,950
| New | +$402K | 0.23% | 71 |
|