FSM Wealth 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 | $621K | Hold |
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|
2025
Q2 | $558K | Buy |
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|
2025
Q1 | $478K | Sell |
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|
2024
Q4 | $556K | Buy |
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|
2024
Q3 | $446K | Sell |
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|
2024
Q2 | $471K | Sell |
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|
2024
Q1 | $508K | Sell |
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|
2023
Q4 | $492K | Buy |
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|
2023
Q3 | $431K | Sell |
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|
2023
Q2 | $529K | Sell |
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|
2023
Q1 | $595K | Hold |
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|
2022
Q4 | $562K | Hold |
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|
2022
Q3 | $542K | Hold |
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|
2022
Q2 | $627K | Buy |
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