Financial Perspectives’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 | $194K | Buy |
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|
2025
Q2 | $173K | Buy |
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|
2025
Q1 | $147K | Buy |
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|
2024
Q4 | $166K | Buy |
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|
2024
Q3 | $163K | Buy |
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|
2024
Q2 | $150K | Buy |
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|
2024
Q1 | $151K | Hold |
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|
2023
Q4 | $140K | Buy |
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|
2023
Q3 | $124K | Hold |
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|
2023
Q2 | $135K | Buy |
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|
2023
Q1 | $126K | Buy |
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|
2022
Q4 | $105K | Sell |
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|
2022
Q3 | $132K | Buy |
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|
2022
Q2 | $132K | Buy |
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|
2022
Q1 | $58.3K | Buy |
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|
2021
Q4 | $50.3K | Buy |
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|
2021
Q3 | $41.5K | Hold |
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|
2021
Q2 | $44.1K | Sell |
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|
2021
Q1 | $141K | Buy |
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|
2020
Q4 | $29.6K | Hold |
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|
2020
Q3 | $22.8K | Hold |
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|
2020
Q2 | $21.3K | Buy |
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|
2020
Q1 | $12.3K | Hold |
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|
2019
Q4 | $16.6K | Buy |
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