Consilium Wealth Advisory’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
Q3 | $773K | Hold |
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|
2025
Q2 | $691K | Hold |
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|
2025
Q1 | $617K | Hold |
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|
2024
Q4 | $695K | Hold |
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|
2024
Q3 | $686K | Hold |
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|
2024
Q2 | $634K | Hold |
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|
2024
Q1 | $654K | Hold |
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|
2023
Q4 | $609K | Hold |
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|
2023
Q3 | $542K | Hold |
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|
2023
Q2 | $586K | Hold |
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|
2023
Q1 | $548K | Hold |
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|
2022
Q4 | $518K | Hold |
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|
2022
Q3 | $499K | Hold |
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|
2022
Q2 | $498K | Hold |
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|
2022
Q1 | $618K | Hold |
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|
2021
Q4 | $708K | Buy |
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