
Chevy Chase Trust’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $211K | Sell |
737
-710
| -49% | -$203K | ﹤0.01% | 628 |
|
2025
Q1 | $370K | Sell |
1,447
-824
| -36% | -$211K | ﹤0.01% | 602 |
|
2024
Q4 | $654K | Sell |
2,271
-576
| -20% | -$166K | ﹤0.01% | 588 |
|
2024
Q3 | $809K | Buy |
+2,847
| New | +$809K | ﹤0.01% | 571 |
|
2021
Q4 | – | Sell |
-744
| Closed | -$218K | – | 680 |
|
2021
Q3 | $218K | Sell |
744
-80
| -10% | -$23.4K | ﹤0.01% | 647 |
|
2021
Q2 | $257K | Hold |
824
| – | – | ﹤0.01% | 650 |
|
2021
Q1 | $248K | Hold |
824
| – | – | ﹤0.01% | 651 |
|
2020
Q4 | $236K | Buy |
+824
| New | +$236K | ﹤0.01% | 635 |
|
2020
Q2 | – | Sell |
-1,297
| Closed | -$205K | – | 652 |
|
2020
Q1 | $205K | Buy |
1,297
+923
| +247% | +$146K | ﹤0.01% | 617 |
|
2019
Q4 | $80K | Buy |
+374
| New | +$80K | ﹤0.01% | 750 |
|
2019
Q1 | – | Sell |
-374
| Closed | -$63K | – | 688 |
|
2018
Q4 | $63K | Buy |
+374
| New | +$63K | ﹤0.01% | 684 |
|
2018
Q3 | – | Sell |
-2,486
| Closed | -$508K | – | 684 |
|
2018
Q2 | $508K | Buy |
+2,486
| New | +$508K | ﹤0.01% | 591 |
|
2015
Q3 | – | Sell |
-222
| Closed | -$34K | – | 663 |
|
2015
Q2 | $34K | Hold |
222
| – | – | ﹤0.01% | 667 |
|
2015
Q1 | $34K | Sell |
222
-1,742
| -89% | -$267K | ﹤0.01% | 670 |
|
2014
Q4 | $280K | Hold |
1,964
| – | – | ﹤0.01% | 635 |
|
2014
Q3 | $255K | Buy |
1,964
+292
| +17% | +$37.9K | ﹤0.01% | 653 |
|
2014
Q2 | $232K | Sell |
1,672
-595
| -26% | -$82.6K | ﹤0.01% | 653 |
|
2014
Q1 | $308K | Sell |
2,267
-190
| -8% | -$25.8K | ﹤0.01% | 625 |
|
2013
Q4 | $333K | Hold |
2,457
| – | – | ﹤0.01% | 609 |
|
2013
Q3 | $309K | Hold |
2,457
| – | – | ﹤0.01% | 613 |
|
2013
Q2 | $274K | Buy |
+2,457
| New | +$274K | ﹤0.01% | 612 |
|