Glassman Wealth Services’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.43K | Hold |
33
| – | – | ﹤0.01% | 148 |
|
|
2025
Q1 | $8.43K | Sell |
33
-58
| -64% | -$14.8K | ﹤0.01% | 163 |
|
|
2024
Q4 | $26.2K | Hold |
91
| – | – | ﹤0.01% | 125 |
|
|
2024
Q3 | $25.8K | Hold |
91
| – | – | ﹤0.01% | 125 |
|
|
2024
Q2 | $23.9K | Sell |
91
-816
| -90% | -$214K | ﹤0.01% | 130 |
|
|
2024
Q1 | $246K | Buy |
907
+64
| +8% | +$17.3K | 0.05% | 61 |
|
|
2023
Q4 | $213K | Buy |
843
+4
| +0.5% | +$1.01K | 0.03% | 179 |
|
|
2023
Q3 | $188K | Buy |
839
+811
| +2,896% | +$182K | 0.03% | 180 |
|
|
2023
Q2 | $6.79K | Sell |
28
-810
| -97% | -$197K | ﹤0.01% | 916 |
|
|
2023
Q1 | $190K | Buy |
838
+1
| +0.1% | +$227 | 0.03% | 177 |
|
|
2022
Q4 | $179K | Buy |
837
+5
| +0.6% | +$1.07K | 0.03% | 193 |
|
|
2022
Q3 | $172K | Sell |
832
-30
| -3% | -$6.2K | 0.04% | 171 |
|
|
2022
Q2 | $178K | Buy |
862
+1
| +0.1% | +$206 | 0.04% | 173 |
|
|
2022
Q1 | $220K | Hold |
861
| – | – | 0.04% | 157 |
|
|
2021
Q4 | $252K | Buy |
861
+2
| +0.2% | +$585 | 0.05% | 129 |
|
|
2021
Q3 | $252K | Sell |
859
-3
| -0.3% | -$880 | 0.05% | 125 |
|
|
2021
Q2 | $269K | Buy |
862
+1
| +0.1% | +$312 | 0.06% | 112 |
|
|
2021
Q1 | $259K | Hold |
861
| – | – | 0.06% | 117 |
|
|
2020
Q4 | $247K | Hold |
861
| – | – | 0.06% | 120 |
|
|
2020
Q3 | $191K | Hold |
861
| – | – | 0.05% | 122 |
|
|
2020
Q2 | $178K | Sell |
861
-79
| -8% | -$16.3K | 0.06% | 114 |
|
|
2020
Q1 | $149K | Buy |
940
+800
| +571% | +$127K | 0.06% | 123 |
|
|
2019
Q4 | $30K | Buy |
140
+109
| +352% | +$23.4K | 0.01% | 325 |
|
|
2019
Q3 | $6K | Hold |
31
| – | – | ﹤0.01% | 513 |
|
|
2019
Q2 | $6K | Buy |
31
+28
| +933% | +$5.42K | ﹤0.01% | 528 |
|
|
2019
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 825 |
|
|
2018
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 643 |
|
|
2018
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 692 |
|
|
2018
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 670 |
|
|
2018
Q1 | $1K | Sell |
3
-6
| -67% | -$2K | ﹤0.01% | 622 |
|
|
2017
Q4 | $2K | Buy |
+9
| New | +$2K | ﹤0.01% | 499 |
|