Glassman Wealth Services’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
2026 Q1	$10.4K	Hold	33	–	–	﹤0.01%	153
2025 Q4	$10.7K	Hold	33	–	–	﹤0.01%	160
2025 Q3	$10.6K	Hold	33	–	–	﹤0.01%	147
2025 Q2	$9.43K	Hold	33	–	–	﹤0.01%	148
2025 Q1	$8.43K	Sell	33 -58	-64%	-$16.4K	﹤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%	-$212K	﹤0.01%	130
2024 Q1	$246K	Buy	907 +64	+8%	+$16.4K	0.05%	61
2023 Q4	$213K	Buy	843 +4	+0.5%	+$902	0.03%	179
2023 Q3	$188K	Buy	839 +811	+2,896%	+$194K	0.03%	180
2023 Q2	$6.79K	Sell	28 -810	-97%	-$186K	﹤0.01%	916
2023 Q1	$190K	Buy	838 +1	+0.1%	+$229	0.03%	177
2022 Q4	$179K	Buy	837 +5	+0.6%	+$1.09K	0.03%	193
2022 Q3	$172K	Sell	832 -30	-3%	-$6.75K	0.04%	171
2022 Q2	$178K	Buy	862 +1	+0.1%	+$223	0.04%	173
2022 Q1	$220K	Hold	861	–	–	0.04%	157
2021 Q4	$252K	Buy	861 +2	+0.2%	+$603	0.05%	129
2021 Q3	$252K	Sell	859 -3	-0.3%	-$901	0.05%	125
2021 Q2	$269K	Buy	862 +1	+0.1%	+$301	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%	-$14.8K	0.06%	114
2020 Q1	$149K	Buy	940 +800	+571%	+$159K	0.06%	123
2019 Q4	$30K	Buy	140 +109	+352%	+$22.1K	0.01%	325
2019 Q3	$6K	Hold	31	–	–	﹤0.01%	513
2019 Q2	$6K	Buy	31 +28	+933%	+$5.54K	﹤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%	-$1.15K	﹤0.01%	622
2017 Q4	$2K	Buy	+9	New	+$1.64K	﹤0.01%	499