HM Payson & Co’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 | $656K | Sell |
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|
2025
Q2 | $607K | Buy |
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|
2025
Q1 | $524K | Sell |
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|
2024
Q4 | $739K | Buy |
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|
2024
Q3 | $644K | Hold |
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|
2024
Q2 | $595K | Buy |
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|
2024
Q1 | $588K | Hold |
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|
2023
Q4 | $548K | Hold |
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|
2023
Q3 | $487K | Hold |
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|
2023
Q2 | $527K | Hold |
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|
2023
Q1 | $493K | Sell |
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|
2022
Q4 | $477K | Buy |
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|
2022
Q3 | $450K | Hold |
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|
2022
Q2 | $449K | Buy |
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|
2022
Q1 | $555K | Hold |
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|
2021
Q4 | $637K | Hold |
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|
2021
Q3 | $638K | Hold |
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|
2021
Q2 | $677K | Hold |
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|
2021
Q1 | $653K | Hold |
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|
2020
Q4 | $623K | Hold |
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|
2020
Q3 | $481K | Hold |
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|
2020
Q2 | $449K | Sell |
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|
2020
Q1 | $422K | Hold |
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|
2019
Q4 | $572K | Hold |
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|
2019
Q3 | $514K | Hold |
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|
2019
Q2 | $536K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $607K | Sell |
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|
2018
Q2 | $606K | Buy |
|