Cherry Tree 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 | $5.72K | Hold |
20
| – | – | ﹤0.01% | 463 |
|
2025
Q1 | $5.11K | Hold |
20
| – | – | ﹤0.01% | 524 |
|
2024
Q4 | $5.76K | Hold |
20
| – | – | ﹤0.01% | 466 |
|
2024
Q3 | $5.68K | Hold |
20
| – | – | ﹤0.01% | 468 |
|
2024
Q2 | $5.25K | Hold |
20
| – | – | ﹤0.01% | 457 |
|
2024
Q1 | $5.42K | Hold |
20
| – | – | ﹤0.01% | 430 |
|
2023
Q4 | $5.05K | Hold |
20
| – | – | ﹤0.01% | 428 |
|
2023
Q3 | $4.48K | Hold |
20
| – | – | ﹤0.01% | 412 |
|
2023
Q2 | $4.85K | Buy |
+20
| New | +$4.85K | ﹤0.01% | 403 |
|