KFC

Klingenstein Fields & Co’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	$382K	Hold	1,335	–	–	0.02%	132
2025 Q1	$341K	Hold	1,335	–	–	0.01%	138
2024 Q4	$384K	Hold	1,335	–	–	0.02%	129
2024 Q3	$379K	Sell	1,335 -15	-1%	-$4.26K	0.02%	138
2024 Q2	$354K	Hold	1,350	–	–	0.01%	135
2024 Q1	$366K	Sell	1,350 -21	-2%	-$5.69K	0.02%	136
2023 Q4	$346K	Hold	1,371	–	–	0.02%	136
2023 Q3	$307K	Buy	1,371 +11	+0.8%	+$2.47K	0.02%	139
2023 Q2	$330K	Hold	1,360	–	–	0.02%	130
2023 Q1	$308K	Hold	1,360	–	–	0.02%	137
2022 Q4	$292K	Hold	1,360	–	–	0.02%	147
2022 Q3	$281K	Hold	1,360	–	–	0.02%	140
2022 Q2	$281K	Hold	1,360	–	–	0.01%	144
2022 Q1	$348K	Sell	1,360 -16	-1%	-$4.09K	0.01%	144
2021 Q4	$403K	Hold	1,376	–	–	0.02%	142
2021 Q3	$404K	Hold	1,376	–	–	0.02%	151
2021 Q2	$429K	Hold	1,376	–	–	0.02%	146
2021 Q1	$414K	Hold	1,376	–	–	0.02%	143
2020 Q4	$394K	Hold	1,376	–	–	0.02%	147
2020 Q3	$305K	Hold	1,376	–	–	0.02%	155
2020 Q2	$285K	Hold	1,376	–	–	0.02%	155
2020 Q1	$218K	Sell	1,376 -50	-4%	-$7.92K	0.01%	162
2019 Q4	$305K	Sell	1,426 -5	-0.3%	-$1.07K	0.02%	161
2019 Q3	$276K	Hold	1,431	–	–	0.01%	163
2019 Q2	$287K	Sell	1,431 -5	-0.3%	-$1K	0.01%	169
2019 Q1	$282K	Hold	1,436	–	–	0.02%	171
2018 Q4	$241K	Hold	1,436	–	–	0.01%	178
2018 Q3	$309K	Hold	1,436	–	–	0.01%	174
2018 Q2	$293K	Hold	1,436	–	–	0.01%	177
2018 Q1	$274K	Sell	1,436 -55	-4%	-$10.5K	0.01%	179
2017 Q4	$278K	Hold	1,491	–	–	0.01%	190
2017 Q3	$267K	Hold	1,491	–	–	0.01%	189
2017 Q2	$252K	Buy	+1,491	New	+$252K	0.01%	195