First Foundation Advisors’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 | $2.39M | Buy |
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|
2025
Q1 | $1.26M | Buy |
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|
2024
Q4 | $1.32M | Buy |
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|
2024
Q3 | $1.29M | Buy |
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|
2024
Q2 | $1.16M | Sell |
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|
2024
Q1 | $1.25M | Buy |
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|
2023
Q4 | $1.05M | Buy |
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|
2023
Q3 | $542K | Buy |
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|
2023
Q2 | $540K | Buy |
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|
2023
Q1 | $369K | Buy |
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|
2022
Q4 | $291K | Buy |
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|
2022
Q3 | $279K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.98M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $205K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $294K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $223K | Sell |
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|
2018
Q2 | $315K | Hold |
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|
2018
Q1 | $294K | Buy |
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|
2017
Q4 | $234K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $242K | Buy |
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