Independent Financial Group’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 | $998K | Sell |
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|
2025
Q4 | $1.05M | Sell |
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|
2025
Q3 | $1.15M | Buy |
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|
2025
Q2 | $992K | Buy |
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|
2025
Q1 | $801K | Sell |
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|
2024
Q4 | $2.84M | Buy |
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|
2024
Q3 | $1.65M | Buy |
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|
2024
Q2 | $320K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $960K | Buy |
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|
2023
Q2 | $618K | Buy |
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