Family 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 | $117K | Sell |
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|
2025
Q1 | $120K | Hold |
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|
2024
Q4 | $136K | Hold |
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|
2024
Q3 | $134K | Hold |
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|
2024
Q2 | $124K | Hold |
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|
2024
Q1 | $128K | Hold |
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|
2023
Q4 | $119K | Hold |
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|
2023
Q3 | $106K | Hold |
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|
2023
Q2 | $114K | Hold |
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|
2023
Q1 | $107K | Hold |
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|
2022
Q4 | $101K | Hold |
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|
2022
Q3 | $97K | Hold |
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|
2022
Q2 | $97K | Hold |
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|
2022
Q1 | $120K | Hold |
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|
2021
Q4 | $138K | Hold |
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|
2021
Q3 | $138K | Buy |
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|
2021
Q2 | $141K | Hold |
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|
2021
Q1 | $136K | Sell |
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|
2020
Q4 | $138K | Buy |
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|
2020
Q3 | $100K | Hold |
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|
2020
Q2 | $93K | Hold |
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|
2020
Q1 | $71K | Sell |
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|
2019
Q4 | $98K | Hold |
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|
2019
Q3 | $88K | Hold |
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|
2019
Q2 | $92K | Buy |
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