Concord Wealth 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
Q2 | $11K | Buy |
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|
2025
Q1 | $1.53K | Hold |
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|
2024
Q4 | $1.73K | Sell |
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|
2024
Q3 | $10.9K | Buy |
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|
2024
Q2 | $3.11K | Sell |
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|
2024
Q1 | $34.2K | Buy |
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|
2023
Q4 | $1.51K | Sell |
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|
2023
Q3 | $45K | Sell |
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|
2023
Q2 | $130K | Buy |
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|
2023
Q1 | $39.9K | Buy |
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|
2022
Q4 | $34.1K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $8K | Buy |
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|
2022
Q1 | $4K | Sell |
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|
2021
Q4 | $30K | Buy |
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|
2021
Q3 | $29K | Sell |
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|
2021
Q2 | $32K | Sell |
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|
2021
Q1 | $54K | Buy |
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|
2020
Q4 | $14K | Buy |
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