Evermay Wealth 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 | $206K | Sell |
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|
2025
Q1 | $191K | Hold |
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|
2024
Q4 | $215K | Hold |
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|
2024
Q3 | $212K | Hold |
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|
2024
Q2 | $196K | Hold |
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|
2024
Q1 | $202K | Hold |
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|
2023
Q4 | $188K | Sell |
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|
2023
Q3 | $181K | Hold |
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|
2023
Q2 | $195K | Hold |
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|
2023
Q1 | $182K | Buy |
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|
2022
Q4 | $160K | Sell |
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|
2022
Q3 | $156K | Hold |
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|
2022
Q2 | $155K | Hold |
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|
2022
Q1 | $193K | Buy |
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