Consilium Wealth Advisory’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 | $691K | Hold |
2,416
| – | – | 0.29% | 58 |
|
|
2025
Q1 | $617K | Hold |
2,416
| – | – | 0.31% | 52 |
|
|
2024
Q4 | $695K | Hold |
2,416
| – | – | 0.33% | 51 |
|
|
2024
Q3 | $686K | Hold |
2,416
| – | – | 0.37% | 48 |
|
|
2024
Q2 | $634K | Hold |
2,416
| – | – | 0.35% | 51 |
|
|
2024
Q1 | $654K | Hold |
2,416
| – | – | 0.37% | 51 |
|
|
2023
Q4 | $609K | Hold |
2,416
| – | – | 0.37% | 53 |
|
|
2023
Q3 | $542K | Hold |
2,416
| – | – | 0.38% | 50 |
|
|
2023
Q2 | $586K | Hold |
2,416
| – | – | 0.41% | 51 |
|
|
2023
Q1 | $548K | Hold |
2,416
| – | – | 0.47% | 46 |
|
|
2022
Q4 | $518K | Hold |
2,416
| – | – | 0.44% | 46 |
|
|
2022
Q3 | $499K | Hold |
2,416
| – | – | 0.56% | 45 |
|
|
2022
Q2 | $498K | Hold |
2,416
| – | – | 0.54% | 49 |
|
|
2022
Q1 | $618K | Hold |
2,416
| – | – | 0.44% | 53 |
|
|
2021
Q4 | $708K | Buy |
+2,416
| New | +$708K | 0.46% | 51 |
|