Corient Private Wealth’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69.5M | Sell |
243,212
-153,968
| -39% | -$44M | 0.07% | 214 |
|
|
2025
Q1 | $101M | Buy |
397,180
+257,856
| +185% | +$65.9M | 0.17% | 135 |
|
|
2024
Q4 | $40.1M | Sell |
139,324
-8,039
| -5% | -$2.31M | 0.07% | 258 |
|
|
2024
Q3 | $41.8M | Sell |
147,363
-2,700
| -2% | -$767K | 0.07% | 265 |
|
|
2024
Q2 | $39.4M | Buy |
150,063
+1,887
| +1% | +$495K | 0.07% | 263 |
|
|
2024
Q1 | $40.1M | Sell |
148,176
-2,912
| -2% | -$788K | 0.07% | 262 |
|
|
2023
Q4 | $38.1M | Sell |
151,088
-307,201
| -67% | -$77.5M | 0.07% | 265 |
|
|
2023
Q3 | $67.3M | Buy |
458,289
+350,440
| +325% | +$51.5M | 0.15% | 149 |
|
|
2023
Q2 | $26.2M | Sell |
107,849
-20,659
| -16% | -$5.01M | 0.06% | 288 |
|
|
2023
Q1 | $29.1M | Buy |
128,508
+490
| +0.4% | +$111K | 0.08% | 242 |
|
|
2022
Q4 | $35M | Buy |
+128,018
| New | +$35M | 0.13% | 185 |
|