DHJJ Financial Advisors’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
Q2 | $997K | Hold |
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|
2025
Q1 | $892K | Hold |
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|
2024
Q4 | $1M | Hold |
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|
2024
Q3 | $991K | Sell |
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|
2024
Q2 | $2.31M | Sell |
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|
2024
Q1 | $2.4M | Sell |
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|
2023
Q4 | $2.3M | Sell |
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|
2023
Q3 | $2.13M | Sell |
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|
2023
Q2 | $2.33M | Sell |
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|
2023
Q1 | $2.19M | Sell |
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|
2022
Q4 | $2.07M | Sell |
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|
2022
Q3 | $2.01M | Sell |
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|
2022
Q2 | $2.1M | Buy |
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|
2022
Q1 | $2.51M | Sell |
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|
2021
Q4 | $2.85M | Sell |
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|
2021
Q3 | $3.5M | Sell |
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|
2021
Q2 | $3.72M | Sell |
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|
2021
Q1 | $3.6M | Sell |
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|
2020
Q4 | $3.66M | Buy |
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