Clearstead Trust’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 | $28.2K | Hold |
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2025
Q2 | $25.2K | Hold |
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2025
Q1 | $22.5K | Hold |
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|
2024
Q4 | $25.3K | Hold |
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|
2024
Q3 | $25K | Hold |
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|
2024
Q2 | $23.1K | Hold |
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|
2024
Q1 | $23.8K | Hold |
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|
2023
Q4 | $22.2K | Hold |
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|
2023
Q3 | $19.7K | Hold |
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|
2023
Q2 | $21.4K | Hold |
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|
2023
Q1 | $20K | Hold |
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|
2022
Q4 | $19K | Hold |
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|
2022
Q3 | $18K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $103K | Hold |
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|
2019
Q4 | $139K | Hold |
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|
2019
Q3 | $125K | Hold |
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|
2019
Q2 | $131K | Hold |
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|
2019
Q1 | $128K | Hold |
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|
2018
Q4 | $109K | Buy |
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