Chapin Davis’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 | $527K | Buy |
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|
2025
Q2 | $470K | Hold |
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|
2025
Q1 | $420K | Sell |
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|
2024
Q4 | $479K | Hold |
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|
2024
Q3 | $479K | Hold |
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|
2024
Q2 | $442K | Hold |
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|
2024
Q1 | $456K | Hold |
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|
2023
Q4 | $425K | Hold |
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|
2023
Q3 | $378K | Hold |
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|
2023
Q2 | $409K | Hold |
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|
2023
Q1 | $382K | Hold |
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|
2022
Q4 | $361K | Buy |
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