JP Wealth 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
2025
Q2
Sell
-1,847
Closed -$323K 17
2025
Q1
$323K Hold
1,847
0.26% 13
2024
Q4
$349K Buy
+1,847
New +$349K 0.26% 15