David Wealth Management’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
$851K Hold
2,978
0.63% 19
2025
Q1
$761K Sell
2,978
-1
-0% -$256 0.64% 20
2024
Q4
$857K Buy
+2,979
New +$857K 0.71% 19