Intergy Private Wealth’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 | $900K | Sell |
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|
2025
Q2 | $805K | Sell |
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|
2025
Q1 | $721K | Hold |
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|
2024
Q4 | $812K | Buy |
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|
2024
Q3 | $801K | Hold |
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|
2024
Q2 | $740K | Buy |
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|
2024
Q1 | $763K | Hold |
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|
2023
Q4 | $711K | Buy |
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|
2023
Q3 | $555K | Hold |
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|
2023
Q2 | $600K | Hold |
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|
2023
Q1 | $561K | Sell |
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|
2022
Q4 | $537K | Sell |
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|
2022
Q3 | $638K | Buy |
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