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

Copia Wealth Management’s Portfolio IWO Stock Details IWO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$800K Buy
2,798
+90
+3% +$25.7K 0.67% 38
2025
Q1 		$692K Buy
2,708
+112
+4% +$28.6K 0.64% 37
2024
Q4 		$747K Buy
+2,596
New +$747K 0.71% 33