CWM
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Cranbrook Wealth Management’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
$482K Hold
1,688
0.1% 79
2025
Q1
$431K Hold
1,688
0.1% 84
2024
Q4
$486K Sell
1,688
-7
-0.4% -$2.02K 0.11% 78
2024
Q3
$481K Sell
1,695
-10
-0.6% -$2.84K 0.11% 81
2024
Q2
$448K Hold
1,705
0.11% 78
2024
Q1
$462K Sell
1,705
-2
-0.1% -$542 0.12% 69
2023
Q4
$431K Hold
1,707
0.11% 70
2023
Q3
$383K Sell
1,707
-1
-0.1% -$224 0.11% 69
2023
Q2
$414K Hold
1,708
0.12% 72
2023
Q1
$387K Sell
1,708
-395
-19% -$89.6K 0.11% 74
2022
Q4
$451K Hold
2,103
0.12% 69
2022
Q3
$434K Buy
2,103
+147
+8% +$30.3K 0.11% 71
2022
Q2
$404K Hold
1,956
0.1% 78
2022
Q1
$500K Sell
1,956
-113
-5% -$28.9K 0.11% 76
2021
Q4
$606K Hold
2,069
0.13% 68
2021
Q3
$607K Hold
2,069
0.14% 66
2021
Q2
$645K Hold
2,069
0.15% 60
2021
Q1
$622K Sell
2,069
-515
-20% -$155K 0.15% 60
2020
Q4
$741K Sell
2,584
-467
-15% -$134K 0.19% 56
2020
Q3
$676K Hold
3,051
0.2% 56
2020
Q2
$631K Sell
3,051
-42
-1% -$8.69K 0.19% 57
2020
Q1
$489K Hold
3,093
0.17% 58
2019
Q4
$663K Hold
3,093
0.18% 58
2019
Q3
$596K Hold
3,093
0.17% 59
2019
Q2
$621K Hold
3,093
0.18% 58
2019
Q1
$608K Hold
3,093
0.19% 55
2018
Q4
$520K Hold
3,093
0.18% 56
2018
Q3
$665K Hold
3,093
0.23% 52
2018
Q2
$632K Hold
3,093
0.24% 50
2018
Q1
$589K Sell
3,093
-159
-5% -$30.3K 0.23% 50
2017
Q4
$607K Hold
3,252
0.24% 50
2017
Q3
$582K Sell
3,252
-38
-1% -$6.8K 0.24% 47
2017
Q2
$555K Sell
3,290
-30
-0.9% -$5.06K 0.24% 50
2017
Q1
$537K Sell
3,320
-32
-1% -$5.18K 0.25% 47
2016
Q4
$516K Hold
3,352
0.25% 46
2016
Q3
$499K Sell
3,352
-197
-6% -$29.3K 0.25% 44
2016
Q2
$487K Sell
3,549
-38
-1% -$5.21K 0.25% 42
2016
Q1
$476K Hold
3,587
0.25% 39
2015
Q4
$500K Hold
3,587
0.28% 39
2015
Q3
$481K Hold
3,587
0.28% 39
2015
Q2
$554K Buy
3,587
+66
+2% +$10.2K 0.32% 38
2015
Q1
$534K Sell
3,521
-202
-5% -$30.6K 0.31% 39
2014
Q4
$530K Sell
3,723
-119
-3% -$16.9K 0.33% 38
2014
Q3
$498K Sell
3,842
-74
-2% -$9.59K 0.33% 34
2014
Q2
$542K Hold
3,916
0.36% 33
2014
Q1
$533K Sell
3,916
-833
-18% -$113K 0.37% 33
2013
Q4
$644K Buy
+4,749
New +$644K 0.44% 35