Essex Investment Management’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 | $278K | Sell |
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|
2025
Q1 | $380K | Buy |
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|
2024
Q4 | $142K | Sell |
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|
2024
Q3 | $320K | Buy |
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|
2024
Q2 | $249K | Sell |
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|
2024
Q1 | $401K | Hold |
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|
2023
Q4 | $374K | Sell |
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|
2023
Q3 | $763K | Buy |
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|
2023
Q2 | $103K | Sell |
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|
2023
Q1 | $139K | Sell |
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|
2022
Q4 | $463K | Buy |
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|
2022
Q3 | $3K | Sell |
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|
2022
Q2 | $81K | Hold |
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|
2022
Q1 | $100K | Sell |
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|
2021
Q4 | $3.75M | Buy |
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|
2021
Q3 | $12K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $330K | Sell |
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|
2020
Q4 | $452K | Buy |
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|
2020
Q3 | $264K | Sell |
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|
2020
Q2 | $331K | Sell |
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|
2020
Q1 | $397K | Buy |
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|
2019
Q4 | $67K | Hold |
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|
2019
Q3 | $61K | Sell |
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|
2019
Q2 | $163K | Hold |
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|
2019
Q1 | $160K | Sell |
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|
2018
Q4 | $206K | Sell |
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|
2018
Q3 | $393K | Sell |
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|
2018
Q2 | $417K | Buy |
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|
2018
Q1 | $377K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $790K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $557K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $202K | Buy |
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