Cohen Klingenstein’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 | $168M | Sell |
|
|||||
|
2025
Q2 | $152M | Sell |
|
|||||
|
2025
Q1 | $139M | Sell |
|
|||||
|
2024
Q4 | $159M | Sell |
|
|||||
|
2024
Q3 | $158M | Sell |
|
|||||
|
2024
Q2 | $146M | Hold |
|
|||||
|
2024
Q1 | $151M | Sell |
|
|||||
|
2023
Q4 | $143M | Hold |
|
|||||
|
2023
Q3 | $127M | Sell |
|
|||||
|
2023
Q2 | $139M | Hold |
|
|||||
|
2023
Q1 | $130M | Sell |
|
|||||
|
2022
Q4 | $126M | Hold |
|
|||||
|
2022
Q3 | $121M | Sell |
|
|||||
|
2022
Q2 | $122M | Hold |
|
|||||
|
2022
Q1 | $151M | Buy |
|
|||||
|
2021
Q4 | $173M | Sell |
|
|||||
|
2021
Q3 | $180M | Sell |
|
|||||
|
2021
Q2 | $202M | Hold |
|
|||||
|
2021
Q1 | $194M | Hold |
|
|||||
|
2020
Q4 | $185M | Hold |
|
|||||
|
2020
Q3 | $143M | Hold |
|
|||||
|
2020
Q2 | $134M | Hold |
|
|||||
|
2020
Q1 | $102M | Sell |
|
|||||
|
2019
Q4 | $142M | Sell |
|
|||||
|
2019
Q3 | $128M | Sell |
|
|||||
|
2019
Q2 | $134M | Sell |
|
|||||
|
2019
Q1 | $132M | Hold |
|
|||||
|
2018
Q4 | $113M | Hold |
|
|||||
|
2018
Q3 | $144M | Sell |
|
|||||
|
2018
Q2 | $138M | Sell |
|
|||||
|
2018
Q1 | $129M | Sell |
|
|||||
|
2017
Q4 | $127M | Hold |
|
|||||
|
2017
Q3 | $121M | Hold |
|
|||||
|
2017
Q2 | $114M | Hold |
|
|||||
|
2017
Q1 | $110M | Hold |
|
|||||
|
2016
Q4 | $104M | Sell |
|
|||||
|
2016
Q3 | $102M | Hold |
|
|||||
|
2016
Q2 | $93.6M | Hold |
|
|||||
|
2016
Q1 | $90.5M | Sell |
|
|||||
|
2015
Q4 | $95.2M | Hold |
|
|||||
|
2015
Q3 | $91.5M | Sell |
|
|||||
|
2015
Q2 | $106M | Sell |
|
|||||
|
2015
Q1 | $105M | Sell |
|
|||||
|
2014
Q4 | $98.6M | Hold |
|
|||||
|
2014
Q3 | $89.8M | Hold |
|
|||||
|
2014
Q2 | $95.8M | Hold |
|
|||||
|
2014
Q1 | $94.2M | Sell |
|
|||||
|
2013
Q4 | $94.1M | Sell |
|
|||||
|
2013
Q3 | $88.4M | Sell |
|
|||||
|
2013
Q2 | $79.1M | Buy |
|