JMG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Hold |
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|
2025
Q1 | $1.69M | Hold |
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|
2024
Q4 | $1.9M | Buy |
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|
2024
Q3 | $1.87M | Buy |
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|
2024
Q2 | $1.46M | Hold |
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|
2024
Q1 | $1.51M | Sell |
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|
2023
Q4 | $1.45M | Sell |
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|
2023
Q3 | $1.36M | Hold |
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|
2023
Q2 | $1.47M | Buy |
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|
2023
Q1 | $1.26M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $204K | Sell |
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|
2021
Q1 | $297K | Hold |
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|
2020
Q4 | $283K | Sell |
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|
2020
Q3 | $221K | Hold |
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|
2020
Q2 | $206K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $232K | Hold |
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|
2019
Q3 | $208K | Hold |
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|
2019
Q2 | $217K | Hold |
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|
2019
Q1 | $213K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $233K | Sell |
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|
2018
Q2 | $260K | Sell |
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|
2018
Q1 | $424K | Hold |
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|
2017
Q4 | $416K | Hold |
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|
2017
Q3 | $398K | Hold |
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|
2017
Q2 | $376K | Hold |
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|
2017
Q1 | $360K | Hold |
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|
2016
Q4 | $343K | Hold |
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|
2016
Q3 | $331K | Hold |
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|
2016
Q2 | $305K | Sell |
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|
2016
Q1 | $369K | Sell |
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|
2015
Q4 | $425K | Sell |
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|
2015
Q3 | $452K | Sell |
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|
2015
Q2 | $525K | Sell |
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|
2015
Q1 | $565K | Buy |
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|
2014
Q4 | $529K | Hold |
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|
2014
Q3 | $482K | Sell |
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|
2014
Q2 | $545K | Sell |
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|
2014
Q1 | $539K | Sell |
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|
2013
Q4 | $588K | Hold |
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|
2013
Q3 | $546K | Hold |
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|
2013
Q2 | $484K | Buy |
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