Icon Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.94M | Buy |
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|
2023
Q2 | $135K | Sell |
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2023
Q1 | $129K | Buy |
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|
2022
Q2 | $221K | Sell |
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|
2022
Q1 | $280K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $313K | Buy |
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|
2021
Q2 | $324K | Buy |
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|
2021
Q1 | $312K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $140K | Sell |
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|
2018
Q4 | $129K | Sell |
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|
2018
Q3 | $211K | Sell |
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|
2018
Q2 | $245K | Sell |
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|
2018
Q1 | $278K | Sell |
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|
2017
Q4 | $400K | Buy |
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