Foundations Investment 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
Q3 | $317K | Sell |
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|
2025
Q2 | $316K | Sell |
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|
2025
Q1 | $466K | Sell |
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|
2024
Q4 | $6.03M | Buy |
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|
2024
Q3 | $403K | Sell |
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|
2024
Q2 | $2.78M | Buy |
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|
2024
Q1 | $2.77M | Buy |
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|
2023
Q4 | $1.54M | Buy |
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|
2023
Q3 | $285K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $15.1M | Buy |
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