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	20,700 -3,305	-14%	-$870K	0.06%	355
2025 Q1	$6.15M	Sell	24,005 -19,078	-44%	-$5.38M	0.07%	294
2024 Q4	$12.4M	Buy	43,083 +24,692	+134%	+$7.3M	0.17%	171
2024 Q3	$5.22M	Sell	18,391 -15,015	-45%	-$4.11M	0.07%	290
2024 Q2	$8.77M	Sell	33,406 -73	-0.2%	-$18.9K	0.14%	189
2024 Q1	$9.07M	Sell	33,479 -41,985	-56%	-$10.7M	0.16%	175
2023 Q4	$19M	Buy	75,464 +40,642	+117%	+$9.16M	0.35%	66
2023 Q3	$7.81M	Buy	+34,822	New	+$8.33M	0.16%	169
2023 Q1	–	Sell	-44,024	Closed	-$9.44M	–	566
2022 Q4	$9.44M	Buy	44,024 +42,383	+2,583%	+$9.29M	0.24%	130
2022 Q3	$339K	Buy	+1,641	New	+$369K	0.01%	452
2022 Q2	–	Sell	-2,846	Closed	-$728K	–	591
2022 Q1	$728K	Sell	2,846 -29,577	-91%	-$7.57M	0.02%	395
2021 Q4	$9.5M	Buy	+32,423	New	+$9.77M	0.19%	157