GWM
GSB Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Sell |
5,873
-330
| -5% | -$94.3K | 0.41% | 77 |
|
|
2025
Q1 | $1.58M | Buy |
6,203
+1,359
| +28% | +$347K | 0.42% | 81 |
|
|
2024
Q4 | $1.39M | Buy |
4,844
+242
| +5% | +$69.7K | 0.36% | 84 |
|
|
2024
Q3 | $1.31M | Sell |
4,602
-253
| -5% | -$71.8K | 0.33% | 92 |
|
|
2024
Q2 | $1.27M | Buy |
4,855
+171
| +4% | +$44.9K | 0.35% | 94 |
|
|
2024
Q1 | $1.27M | Sell |
4,684
-270
| -5% | -$73.1K | 0.36% | 91 |
|
|
2023
Q4 | $1.25M | Buy |
4,954
+23
| +0.5% | +$5.8K | 0.38% | 88 |
|
|
2023
Q3 | $1.11M | Buy |
4,931
+571
| +13% | +$128K | 0.37% | 88 |
|
|
2023
Q2 | $1.06M | Buy |
4,360
+1,311
| +43% | +$318K | 0.34% | 92 |
|
|
2023
Q1 | $692K | Buy |
+3,049
| New | +$692K | 0.23% | 122 |
|