Davidson Trust Company’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 | $1.13M | Buy |
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|
2025
Q2 | $947K | Buy |
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|
2025
Q1 | $791K | Buy |
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|
2024
Q4 | $871K | Sell |
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|
2024
Q3 | $887K | Buy |
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|
2024
Q2 | $775K | Sell |
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|
2024
Q1 | $858K | Sell |
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|
2023
Q4 | $800K | Sell |
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|
2023
Q3 | $722K | Buy |
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|
2023
Q2 | $775K | Sell |
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|
2023
Q1 | $765K | Buy |
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|
2022
Q4 | $700K | Buy |
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|
2022
Q3 | $652K | Sell |
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|
2022
Q2 | $663K | Buy |
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|
2022
Q1 | $801K | Buy |
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|
2021
Q4 | $891K | Sell |
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|
2021
Q3 | $900K | Buy |
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|
2021
Q2 | $886K | Buy |
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|
2021
Q1 | $636K | Sell |
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|
2020
Q4 | $714K | Sell |
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|
2020
Q3 | $588K | Sell |
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|
2020
Q2 | $556K | Sell |
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|
2020
Q1 | $432K | Buy |
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|
2019
Q4 | $571K | Buy |
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