Keystone Wealth Services’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
Q3 | $383K | Hold |
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|
2025
Q2 | $342K | Hold |
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|
2025
Q1 | $306K | Hold |
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|
2024
Q4 | $345K | Hold |
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|
2024
Q3 | $340K | Hold |
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|
2024
Q2 | $314K | Hold |
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|
2024
Q1 | $324K | Hold |
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|
2023
Q4 | $302K | Sell |
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|
2023
Q3 | $353K | Buy |
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|
2023
Q2 | $306K | Hold |
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|
2023
Q1 | $286K | Hold |
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|
2022
Q4 | $270K | Sell |
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|
2022
Q3 | $262K | Hold |
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|
2022
Q2 | $261K | Sell |
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|
2022
Q1 | $335K | Sell |
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|
2021
Q4 | $591K | Buy |
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