Keystone Wealth Services’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 | $342K | Hold |
1,197
| – | – | 0.08% | 212 |
|
|
2025
Q1 | $306K | Hold |
1,197
| – | – | 0.08% | 203 |
|
|
2024
Q4 | $345K | Hold |
1,197
| – | – | 0.09% | 187 |
|
|
2024
Q3 | $340K | Hold |
1,197
| – | – | 0.09% | 189 |
|
|
2024
Q2 | $314K | Hold |
1,197
| – | – | 0.1% | 171 |
|
|
2024
Q1 | $324K | Hold |
1,197
| – | – | 0.11% | 164 |
|
|
2023
Q4 | $302K | Sell |
1,197
-378
| -24% | -$95.4K | 0.1% | 169 |
|
|
2023
Q3 | $353K | Buy |
1,575
+316
| +25% | +$70.9K | 0.13% | 146 |
|
|
2023
Q2 | $306K | Hold |
1,259
| – | – | 0.11% | 153 |
|
|
2023
Q1 | $286K | Hold |
1,259
| – | – | 0.12% | 152 |
|
|
2022
Q4 | $270K | Sell |
1,259
-8
| -0.6% | -$1.72K | 0.12% | 157 |
|
|
2022
Q3 | $262K | Hold |
1,267
| – | – | 0.12% | 132 |
|
|
2022
Q2 | $261K | Sell |
1,267
-42
| -3% | -$8.65K | 0.12% | 137 |
|
|
2022
Q1 | $335K | Sell |
1,309
-709
| -35% | -$181K | 0.13% | 128 |
|
|
2021
Q4 | $591K | Buy |
+2,018
| New | +$591K | 0.24% | 86 |
|