Destination 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 | $297K | Buy |
1,038
+1
| +0.1% | +$286 | 0.01% | 214 |
|
|
2025
Q1 | $265K | Sell |
1,037
-55
| -5% | -$14.1K | 0.01% | 212 |
|
|
2024
Q4 | $314K | Buy |
1,092
+60
| +6% | +$17.3K | 0.01% | 195 |
|
|
2024
Q3 | $293K | Buy |
+1,032
| New | +$293K | 0.01% | 194 |
|
|
2019
Q1 | – | Sell |
-70
| Closed | -$12K | – | 700 |
|
|
2018
Q4 | $12K | Hold |
70
| – | – | ﹤0.01% | 390 |
|
|
2018
Q3 | $15K | Buy |
+70
| New | +$15K | ﹤0.01% | 426 |
|
|
2018
Q2 | – | Sell |
-32
| Closed | -$6K | – | 585 |
|
|
2018
Q1 | $6K | Buy |
+32
| New | +$6K | ﹤0.01% | 433 |
|