Keudell/Morrison 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	$972K	Hold	3,399	–	–	0.22%	69
2025 Q1	$869K	Hold	3,399	–	–	0.2%	74
2024 Q4	$978K	Hold	3,399	–	–	0.26%	66
2024 Q3	$965K	Hold	3,399	–	–	0.26%	67
2024 Q2	$892K	Hold	3,399	–	–	0.26%	67
2024 Q1	$920K	Hold	3,399	–	–	0.28%	69
2023 Q4	$857K	Hold	3,399	–	–	0.28%	70
2023 Q3	$762K	Hold	3,399	–	–	0.23%	71
2023 Q2	$825K	Hold	3,399	–	–	0.24%	71
2023 Q1	$771K	Hold	3,399	–	–	0.23%	74
2022 Q4	$729K	Hold	3,399	–	–	0.23%	77
2022 Q3	$702K	Sell	3,399 -1	-0%	-$207	0.26%	74
2022 Q2	$701K	Hold	3,400	–	–	0.25%	78
2022 Q1	$870K	Hold	3,400	–	–	0.36%	67
2021 Q4	$996K	Hold	3,400	–	–	0.39%	60
2021 Q3	$998K	Hold	3,400	–	–	0.43%	57
2021 Q2	$1.06M	Hold	3,400	–	–	0.58%	54
2021 Q1	$1.02M	Hold	3,400	–	–	0.59%	53
2020 Q4	$975K	Hold	3,400	–	–	0.62%	51
2020 Q3	$753K	Hold	3,400	–	–	0.48%	61
2020 Q2	$703K	Hold	3,400	–	–	0.58%	61
2020 Q1	$538K	Hold	3,400	–	–	0.53%	67
2019 Q4	$728K	Hold	3,400	–	–	0.5%	65
2019 Q3	$655K	Hold	3,400	–	–	0.54%	64
2019 Q2	$665K	Hold	3,400	–	–	0.58%	59
2019 Q1	$669K	Buy	+3,400	New	+$669K	0.59%	58