JWM
Jupiter Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $513K | Hold |
1,683
| – | – | 0.26% | 61 |
|
|
2025
Q1 | $461K | Hold |
1,683
| – | – | 0.28% | 54 |
|
|
2024
Q4 | $484K | Hold |
1,683
| – | – | 0.24% | 65 |
|
|
2024
Q3 | $478K | Hold |
1,683
| – | – | 0.24% | 67 |
|
|
2024
Q2 | $478K | Hold |
1,683
| – | – | 0.25% | 64 |
|
|
2024
Q1 | $438K | Hold |
1,683
| – | – | 0.23% | 65 |
|
|
2023
Q4 | $424K | Hold |
1,683
| – | – | 0.25% | 67 |
|
|
2023
Q3 | $358K | Buy |
+1,683
| New | +$358K | 0.23% | 65 |
|
|
2020
Q1 | – | Sell |
-2,000
| Closed | -$436K | – | 82 |
|
|
2019
Q4 | $436K | Hold |
2,000
| – | – | 0.21% | 59 |
|
|
2019
Q3 | $385K | Hold |
2,000
| – | – | 0.21% | 57 |
|
|
2019
Q2 | $402K | Hold |
2,000
| – | – | 0.2% | 56 |
|
|
2019
Q1 | $396K | Buy |
+2,000
| New | +$396K | 0.19% | 56 |
|