JFS Wealth Advisors’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 | $819K | Buy |
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|
2025
Q1 | $710K | Sell |
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|
2024
Q4 | $800K | Sell |
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|
2024
Q3 | $790K | Sell |
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|
2024
Q2 | $733K | Hold |
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|
2024
Q1 | $756K | Hold |
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|
2023
Q4 | $704K | Sell |
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|
2023
Q3 | $662K | Sell |
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|
2023
Q2 | $718K | Buy |
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|
2023
Q1 | $665K | Sell |
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|
2022
Q4 | $635K | Buy |
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|
2022
Q3 | $606K | Sell |
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|
2022
Q2 | $610K | Hold |
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|
2022
Q1 | $756K | Sell |
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|
2021
Q4 | $944K | Buy |
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|
2021
Q3 | $908K | Buy |
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|
2021
Q2 | $898K | Sell |
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|
2021
Q1 | $910K | Hold |
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|
2020
Q4 | $868K | Hold |
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|
2020
Q3 | $671K | Hold |
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|
2020
Q2 | $626K | Hold |
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|
2020
Q1 | $479K | Buy |
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|
2019
Q4 | $627K | Sell |
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|
2019
Q3 | $566K | Hold |
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|
2019
Q2 | $590K | Sell |
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|
2019
Q1 | $598K | Hold |
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|
2018
Q4 | $511K | Sell |
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|
2018
Q3 | $695K | Sell |
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|
2018
Q2 | $690K | Sell |
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|
2018
Q1 | $660K | Hold |
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|
2017
Q4 | $646K | Buy |
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|
2017
Q3 | $609K | Buy |
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|
2017
Q2 | $166K | Buy |
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|
2017
Q1 | $122K | Hold |
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|
2016
Q4 | $122K | Hold |
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|
2016
Q3 | $118K | Hold |
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|
2016
Q2 | $109K | Hold |
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|
2016
Q1 | $105K | Hold |
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|
2015
Q4 | $110K | Buy |
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