Institutional & Family Asset 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
2024 Q2	$18.4K	Hold	70	–	–	﹤0.01%	345
2024 Q1	$19K	Hold	70	–	–	﹤0.01%	333
2023 Q4	$17.7K	Hold	70	–	–	﹤0.01%	326
2023 Q3	$15.7K	Hold	70	–	–	﹤0.01%	328
2023 Q2	$17K	Hold	70	–	–	﹤0.01%	325
2023 Q1	$15.9K	Hold	70	–	–	﹤0.01%	334
2022 Q4	$15K	Hold	70	–	–	﹤0.01%	331
2022 Q3	$14K	Sell	70 -12	-15%	-$2.4K	﹤0.01%	344
2022 Q2	$17K	Hold	82	–	–	﹤0.01%	331
2022 Q1	$21K	Sell	82 -10	-11%	-$2.56K	﹤0.01%	344
2021 Q4	$27K	Buy	92 +10	+12%	+$2.94K	﹤0.01%	334
2021 Q3	$24K	Hold	82	–	–	﹤0.01%	434
2021 Q2	$26K	Hold	82	–	–	﹤0.01%	434
2021 Q1	$25K	Sell	82 -119	-59%	-$36.3K	﹤0.01%	461
2020 Q4	$58K	Hold	201	–	–	0.01%	304
2020 Q3	$45K	Buy	201 +12	+6%	+$2.69K	0.01%	294
2020 Q2	$39K	Buy	189 +29	+18%	+$5.98K	0.01%	324
2020 Q1	$25K	Hold	160	–	–	0.01%	341
2019 Q4	$34K	Hold	160	–	–	0.01%	359
2019 Q3	$31K	Hold	160	–	–	0.01%	347
2019 Q2	$32K	Hold	160	–	–	0.01%	357
2019 Q1	$31K	Hold	160	–	–	0.01%	376
2018 Q4	$27K	Sell	160 -2,314	-94%	-$390K	0.01%	370
2018 Q3	$532K	Buy	2,474 +975	+65%	+$210K	0.11%	112
2018 Q2	$306K	Buy	1,499 +1,339	+837%	+$273K	0.06%	151
2018 Q1	$30K	Buy	+160	New	+$30K	0.01%	371
2016 Q2	–	Sell	-1,989	Closed	-$277K	–	126
2016 Q1	$277K	Hold	1,989	–	–	0.1%	113
2015 Q4	$277K	Buy	+1,989	New	+$277K	0.1%	112