Congress Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.92M | Sell |
20,700
-3,305
| -14% | -$945K | 0.06% | 355 |
|
|
2025
Q1 | $6.15M | Sell |
24,005
-19,078
| -44% | -$4.89M | 0.07% | 294 |
|
|
2024
Q4 | $12.4M | Buy |
43,083
+24,692
| +134% | +$7.11M | 0.17% | 171 |
|
|
2024
Q3 | $5.22M | Sell |
18,391
-15,015
| -45% | -$4.26M | 0.07% | 290 |
|
|
2024
Q2 | $8.77M | Sell |
33,406
-73
| -0.2% | -$19.2K | 0.14% | 189 |
|
|
2024
Q1 | $9.07M | Sell |
33,479
-41,985
| -56% | -$11.4M | 0.16% | 175 |
|
|
2023
Q4 | $19M | Buy |
75,464
+40,642
| +117% | +$10.3M | 0.35% | 66 |
|
|
2023
Q3 | $7.81M | Buy |
+34,822
| New | +$7.81M | 0.16% | 169 |
|
|
2023
Q1 | – | Sell |
-44,024
| Closed | -$9.44M | – | 566 |
|
|
2022
Q4 | $9.44M | Buy |
44,024
+42,383
| +2,583% | +$9.09M | 0.24% | 130 |
|
|
2022
Q3 | $339K | Buy |
+1,641
| New | +$339K | 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 | +$9.5M | 0.19% | 156 |
|