HighMark Wealth Management’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 | $77.9K | Sell |
272
-15
| -5% | -$4.29K | 0.04% | 128 |
|
|
2025
Q1 | $73.4K | Hold |
287
| – | – | 0.04% | 106 |
|
|
2024
Q4 | $82.5K | Buy |
287
+1
| +0.3% | +$288 | 0.05% | 96 |
|
|
2024
Q3 | $81.1K | Buy |
286
+186
| +186% | +$52.8K | 0.04% | 117 |
|
|
2024
Q2 | $26.3K | Buy |
+100
| New | +$26.3K | 0.02% | 177 |
|
|
2020
Q1 | – | Sell |
-186
| Closed | -$40K | – | 381 |
|
|
2019
Q4 | $40K | Buy |
+186
| New | +$40K | 0.04% | 92 |
|