Center for Financial Planning’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
Q2 | $193K | Sell |
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|
2025
Q1 | $174K | Buy |
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|
2024
Q4 | $155K | Sell |
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|
2024
Q3 | $203K | Hold |
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|
2024
Q2 | $187K | Hold |
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|
2024
Q1 | $193K | Hold |
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|
2023
Q4 | $180K | Hold |
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|
2023
Q3 | $160K | Hold |
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|
2023
Q2 | $173K | Hold |
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|
2023
Q1 | $162K | Sell |
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|
2022
Q4 | $198K | Hold |
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|
2022
Q3 | $191K | Sell |
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|
2022
Q2 | $309K | Sell |
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|
2022
Q1 | $442K | Buy |
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|
2021
Q4 | $487K | Hold |
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|
2021
Q3 | $488K | Hold |
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|
2021
Q2 | $518K | Hold |
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|
2021
Q1 | $500K | Hold |
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|
2020
Q4 | $477K | Sell |
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|
2020
Q3 | $381K | Hold |
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|
2020
Q2 | $356K | Hold |
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|
2020
Q1 | $272K | Buy |
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|
2019
Q4 | $55K | Buy |
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