Integrated Wealth Concepts’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
Q2
$948K Sell
2025
Q1
$913K Sell
2024
Q4
$2.43M Buy
2024
Q3
$786K Sell
2024
Q2
$833K Buy
2024
Q1
$764K Sell
2023
Q4
$884K Buy
2023
Q3
$698K Buy
2023
Q2
$730K Buy
2023
Q1
$567K Sell
2022
Q4
$1.9M Buy
2022
Q3
$1.76M Buy
2022
Q2
$1.63M Sell
2022
Q1
$2.32M Buy
2021
Q4
$1.59M Sell
2021
Q3
$1.6M Buy
2021
Q2
$1.61M Sell
2021
Q1
$2.01M Sell
2020
Q4
$2.46M Buy
2020
Q3
$1.49M Buy