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 Q3	–	Sell	-411	Closed	-$117K	–	269
2025 Q2	$117K	Sell	411 -60	-13%	-$15.8K	0.02%	198
2025 Q1	$120K	Hold	471	–	–	0.02%	180
2024 Q4	$136K	Hold	471	–	–	0.02%	167
2024 Q3	$134K	Hold	471	–	–	0.02%	165
2024 Q2	$124K	Hold	471	–	–	0.02%	150
2024 Q1	$128K	Hold	471	–	–	0.02%	152
2023 Q4	$119K	Hold	471	–	–	0.02%	145
2023 Q3	$106K	Hold	471	–	–	0.02%	140
2023 Q2	$114K	Hold	471	–	–	0.03%	145
2023 Q1	$107K	Hold	471	–	–	0.02%	132
2022 Q4	$101K	Hold	471	–	–	0.02%	149
2022 Q3	$97K	Hold	471	–	–	0.03%	141
2022 Q2	$97K	Hold	471	–	–	0.03%	154
2022 Q1	$120K	Hold	471	–	–	0.03%	157
2021 Q4	$138K	Hold	471	–	–	0.04%	167
2021 Q3	$138K	Buy	471 +20	+4%	+$6.01K	0.04%	160
2021 Q2	$141K	Hold	451	–	–	0.04%	180
2021 Q1	$136K	Sell	451 -32	-7%	-$9.93K	0.04%	151
2020 Q4	$138K	Buy	483 +32	+7%	+$8.16K	0.05%	159
2020 Q3	$100K	Hold	451	–	–	0.04%	118
2020 Q2	$93K	Hold	451	–	–	0.04%	148
2020 Q1	$71K	Sell	451 -7	-2%	-$1.39K	0.04%	142
2019 Q4	$98K	Hold	458	–	–	0.03%	167
2019 Q3	$88K	Hold	458	–	–	0.03%	150
2019 Q2	$92K	Buy	+458	New	+$90.6K	0.04%	146