Forum Financial 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 | $501K | Hold |
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|
2025
Q2 | $448K | Buy |
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|
2025
Q1 | $399K | Buy |
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|
2024
Q4 | $335K | Hold |
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|
2024
Q3 | $330K | Hold |
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|
2024
Q2 | $305K | Hold |
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|
2024
Q1 | $315K | Sell |
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|
2023
Q4 | $534K | Sell |
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|
2023
Q3 | $520K | Hold |
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|
2023
Q2 | $563K | Sell |
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|
2023
Q1 | $536K | Buy |
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|
2022
Q4 | $491K | Buy |
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|
2022
Q3 | $472K | Buy |
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|
2022
Q2 | $461K | Hold |
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|
2022
Q1 | $571K | Buy |
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|
2021
Q4 | $650K | Buy |
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