Clearstead Advisors’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 | $2.81M | Buy |
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2025
Q1 | $2.31M | Buy |
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|
2024
Q4 | $2.34M | Buy |
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|
2024
Q3 | $2.24M | Buy |
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|
2024
Q2 | $1.99M | Buy |
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|
2024
Q1 | $808K | Buy |
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|
2023
Q4 | $747K | Sell |
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|
2023
Q3 | $1.07M | Buy |
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|
2023
Q2 | $566K | Buy |
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|
2023
Q1 | $529K | Buy |
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|
2022
Q4 | $455K | Sell |
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|
2022
Q3 | $453K | Sell |
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|
2022
Q2 | $518K | Buy |
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|
2022
Q1 | $340K | Sell |
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|
2021
Q4 | $1.07M | Buy |
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|
2021
Q3 | $327K | Sell |
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|
2021
Q2 | $350K | Hold |
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|
2021
Q1 | $337K | Buy |
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|
2020
Q4 | $230K | Sell |
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|
2020
Q3 | $432K | Buy |
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|
2020
Q2 | $165K | Sell |
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|
2020
Q1 | $129K | Buy |
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