Connecticut Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Connecticut Wealth Management’s Portfolio IWO Stock Details IWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.51M	Sell	5,288 -217	-4%	-$62K	0.07%	117
2025 Q1	$1.41M	Hold	5,505	–	–	0.07%	116
2024 Q4	$1.58M	Sell	5,505 -51	-0.9%	-$14.7K	0.08%	97
2024 Q3	$1.58M	Sell	5,556 -194	-3%	-$55.1K	0.08%	116
2024 Q2	$1.51M	Sell	5,750 -565	-9%	-$148K	0.08%	117
2024 Q1	$1.71M	Sell	6,315 -420	-6%	-$114K	0.09%	103
2023 Q4	$1.7M	Buy	6,735 +45	+0.7%	+$11.4K	0.1%	102
2023 Q3	$1.5M	Buy	6,690 +1,235	+23%	+$277K	0.1%	92
2023 Q2	$1.32M	Buy	5,455 +206	+4%	+$50K	0.09%	85
2023 Q1	$1.19M	Buy	5,249 +89	+2%	+$20.2K	0.09%	83
2022 Q4	$1.11M	Buy	5,160 +8	+0.2%	+$1.72K	0.09%	78
2022 Q3	$1.06M	Hold	5,152	–	–	0.1%	77
2022 Q2	$1.06M	Sell	5,152 -3	-0.1%	-$619	0.09%	84
2022 Q1	$1.32M	Sell	5,155 -316	-6%	-$80.8K	0.1%	77
2021 Q4	$1.6M	Buy	5,471 +2	+0%	+$586	0.12%	68
2021 Q3	$1.61M	Sell	5,469 -88	-2%	-$25.8K	0.14%	65
2021 Q2	$1.73M	Buy	+5,557	New	+$1.73M	0.15%	63
2020 Q4	–	Sell	-5,982	Closed	-$1.33M	–	204
2020 Q3	$1.33M	Buy	+5,982	New	+$1.33M	0.15%	69
2020 Q2	–	Sell	-10,576	Closed	-$1.67M	–	148
2020 Q1	$1.67M	Buy	10,576 +4	+0%	+$633	0.25%	53
2019 Q4	$2.27M	Sell	10,572 -116	-1%	-$24.9K	0.25%	54
2019 Q3	$2.06M	Sell	10,688 -184	-2%	-$35.5K	0.25%	53
2019 Q2	$2.18M	Buy	10,872 +8,484	+355%	+$1.7M	0.27%	52
2019 Q1	$470K	Buy	2,388 +3	+0.1%	+$590	0.16%	43
2018 Q4	$401K	Buy	2,385 +7	+0.3%	+$1.18K	0.17%	44
2018 Q3	$504K	Buy	2,378 +3	+0.1%	+$636	0.22%	39
2018 Q2	$490K	Hold	2,375	–	–	0.23%	38
2018 Q1	$441K	Buy	2,375 +3	+0.1%	+$557	0.25%	38
2017 Q4	$451K	Buy	2,372 +4	+0.2%	+$761	0.24%	36
2017 Q3	$428K	Buy	2,368 +7	+0.3%	+$1.27K	0.25%	39
2017 Q2	$397K	Hold	2,361	–	–	0.24%	40
2017 Q1	$372K	Buy	2,361 +4	+0.2%	+$630	0.23%	44
2016 Q4	$369K	Buy	2,357 +6	+0.3%	+$939	0.24%	40
2016 Q3	$348K	Buy	+2,351	New	+$348K	0.25%	40