Congress Wealth Management’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 | $5.92M | Sell |
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|
2025
Q1 | $6.15M | Sell |
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|
2024
Q4 | $12.4M | Buy |
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|
2024
Q3 | $5.22M | Sell |
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|
2024
Q2 | $8.77M | Sell |
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|
2024
Q1 | $9.07M | Sell |
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|
2023
Q4 | $19M | Buy |
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|
2023
Q3 | $7.81M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $9.44M | Buy |
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|
2022
Q3 | $339K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $728K | Sell |
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|
2021
Q4 | $9.5M | Buy |
|