Connecticut 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 | $1.51M | Sell |
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|
2025
Q1 | $1.41M | Hold |
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|
2024
Q4 | $1.58M | Sell |
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|
2024
Q3 | $1.58M | Sell |
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|
2024
Q2 | $1.51M | Sell |
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|
2024
Q1 | $1.71M | Sell |
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|
2023
Q4 | $1.7M | Buy |
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|
2023
Q3 | $1.5M | Buy |
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|
2023
Q2 | $1.32M | Buy |
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|
2023
Q1 | $1.19M | Buy |
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|
2022
Q4 | $1.11M | Buy |
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|
2022
Q3 | $1.06M | Hold |
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|
2022
Q2 | $1.06M | Sell |
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|
2022
Q1 | $1.32M | Sell |
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|
2021
Q4 | $1.6M | Buy |
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|
2021
Q3 | $1.61M | Sell |
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|
2021
Q2 | $1.73M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $1.32M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.67M | Buy |
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|
2019
Q4 | $2.27M | Sell |
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|
2019
Q3 | $2.06M | Sell |
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|
2019
Q2 | $2.18M | Buy |
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|
2019
Q1 | $470K | Buy |
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|
2018
Q4 | $401K | Buy |
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|
2018
Q3 | $504K | Buy |
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|
2018
Q2 | $490K | Hold |
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|
2018
Q1 | $441K | Buy |
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|
2017
Q4 | $451K | Buy |
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|
2017
Q3 | $428K | Buy |
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|
2017
Q2 | $397K | Hold |
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|
2017
Q1 | $372K | Buy |
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|
2016
Q4 | $369K | Buy |
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|
2016
Q3 | $348K | Buy |
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