Diversified Portfolios Inc’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 | $445K | Hold |
|
|||||
|
2025
Q1 | $397K | Hold |
|
|||||
|
2024
Q4 | $448K | Hold |
|
|||||
|
2024
Q3 | $442K | Buy |
|
|||||
|
2024
Q2 | $398K | Buy |
|
|||||
|
2024
Q1 | $405K | Buy |
|
|||||
|
2023
Q4 | $377K | Buy |
|
|||||
|
2023
Q3 | $330K | Hold |
|
|||||
|
2023
Q2 | $357K | Sell |
|
|||||
|
2023
Q1 | $355K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $226K | Hold |
|
|||||
|
2021
Q3 | $226K | Hold |
|
|||||
|
2021
Q2 | $240K | Hold |
|
|||||
|
2021
Q1 | $232K | Hold |
|
|||||
|
2020
Q4 | $221K | Buy |
|
|||||
|
2017
Q1 | – | Sell |
|
|||||
|
2016
Q4 | $280K | Buy |
|
|||||
|
2016
Q3 | – | Sell |
|
|||||
|
2016
Q2 | $265K | Buy |
|
|||||
|
2016
Q1 | $247K | Sell |
|
|||||
|
2015
Q4 | $307K | Hold |
|
|||||
|
2015
Q3 | $295K | Sell |
|
|||||
|
2015
Q2 | $347K | Hold |
|
|||||
|
2015
Q1 | $349K | Hold |
|
|||||
|
2014
Q4 | $328K | Buy |
|