D.J. St. Germain’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 | $549K | Hold |
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|
2025
Q2 | $490K | Hold |
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|
2025
Q1 | $438K | Sell |
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|
2024
Q4 | $571K | Buy |
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|
2024
Q3 | $524K | Hold |
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|
2024
Q2 | $484K | Sell |
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|
2024
Q1 | $508K | Buy |
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|
2023
Q4 | $465K | Sell |
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|
2023
Q3 | $416K | Sell |
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|
2023
Q2 | $490K | Buy |
|
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|
2022
Q4 | $441 | Hold |
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|
2022
Q3 | $424K | Hold |
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|
2022
Q2 | $424K | Hold |
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|
2022
Q1 | $526K | Hold |
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|
2021
Q4 | $602K | Sell |
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|
2021
Q3 | $615K | Buy |
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|
2021
Q2 | $645K | Hold |
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|
2021
Q1 | $623K | Hold |
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|
2020
Q4 | $593K | Sell |
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|
2020
Q3 | $462K | Sell |
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|
2020
Q2 | $439K | Hold |
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|
2020
Q1 | $335K | Hold |
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|
2019
Q4 | $454K | Hold |
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|
2019
Q3 | $409K | Hold |
|
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|
2019
Q2 | $426K | Hold |
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|
2019
Q1 | $417K | Hold |
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|
2018
Q4 | $356K | Hold |
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|
2018
Q3 | $456K | Hold |
|
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|
2018
Q2 | $433K | Hold |
|
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|
2018
Q1 | $404K | Hold |
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|
2017
Q4 | $396K | Hold |
|
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|
2017
Q3 | $379K | Hold |
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|
2017
Q2 | $358K | Sell |
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|
2017
Q1 | $344K | Sell |
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|
2016
Q4 | $404K | Hold |
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|
2016
Q3 | $391K | Hold |
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|
2016
Q2 | $360K | Hold |
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|
2016
Q1 | $348K | Buy |
|
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|
2015
Q4 | $296K | Hold |
|
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|
2015
Q3 | $285K | Sell |
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|
2015
Q2 | $337K | Hold |
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|
2015
Q1 | $330K | Hold |
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|
2014
Q4 | $310K | Hold |
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|
2014
Q3 | $282K | Hold |
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|
2014
Q2 | $301K | Hold |
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|
2014
Q1 | $296K | Hold |
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|
2013
Q4 | $295K | Hold |
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|
2013
Q3 | $274K | Hold |
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|
2013
Q2 | $243K | Buy |
|