Columbia Advisory Partners’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 | $503K | Sell |
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|
2025
Q2 | $488K | Sell |
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|
2025
Q1 | $653K | Sell |
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|
2024
Q4 | $985K | Sell |
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|
2024
Q3 | $4.21M | Sell |
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|
2024
Q2 | $4.23M | Sell |
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|
2024
Q1 | $4.73M | Buy |
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|
2023
Q4 | $4.22M | Buy |
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|
2023
Q3 | $3.59M | Buy |
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|
2023
Q2 | $957K | Sell |
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|
2023
Q1 | $1.56M | Sell |
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|
2022
Q4 | $8.6M | Buy |
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|
2022
Q3 | $6.77M | Buy |
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|
2022
Q2 | $6.69M | Sell |
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|
2022
Q1 | $8.3M | Buy |
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