Fulton Breakefield Broenniman’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 | $357K | Sell |
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|
2025
Q2 | $358K | Sell |
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|
2025
Q1 | $322K | Sell |
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|
2024
Q4 | $364K | Sell |
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|
2024
Q3 | $362K | Sell |
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|
2024
Q2 | $396K | Sell |
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|
2024
Q1 | $414K | Sell |
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|
2023
Q4 | $1.06M | Sell |
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|
2023
Q3 | $942K | Sell |
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|
2023
Q2 | $1.09M | Sell |
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|
2023
Q1 | $1.08M | Sell |
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|
2022
Q4 | $1.11M | Sell |
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|
2022
Q3 | $1.07M | Sell |
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|
2022
Q2 | $1.09M | Sell |
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|
2022
Q1 | $1.37M | Sell |
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|
2021
Q4 | $1.66M | Sell |
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|
2021
Q3 | $1.73M | Sell |
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|
2021
Q2 | $1.86M | Sell |
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|
2021
Q1 | $1.83M | Buy |
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|
2020
Q4 | $1.67M | Sell |
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|
2020
Q3 | $1.36M | Sell |
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|
2020
Q2 | $1.27M | Buy |
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|
2020
Q1 | $971K | Sell |
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|
2019
Q4 | $1.39M | Sell |
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|
2019
Q3 | $1.25M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.97M | Buy |
|