Klingman & Associates’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 | $258K | Hold |
902
| – | – | 0.01% | 270 |
|
|
2025
Q1 | $230K | Hold |
902
| – | – | 0.01% | 245 |
|
|
2024
Q4 | $260K | Hold |
902
| – | – | 0.02% | 222 |
|
|
2024
Q3 | $256K | Hold |
902
| – | – | 0.02% | 234 |
|
|
2024
Q2 | $237K | Hold |
902
| – | – | 0.02% | 220 |
|
|
2024
Q1 | $244K | Hold |
902
| – | – | 0.02% | 213 |
|
|
2023
Q4 | $228K | Hold |
902
| – | – | 0.02% | 213 |
|
|
2023
Q3 | $202K | Buy |
+902
| New | +$202K | 0.02% | 212 |
|
|
2022
Q2 | – | Sell |
-819
| Closed | -$209K | – | 203 |
|
|
2022
Q1 | $209K | Hold |
819
| – | – | 0.02% | 197 |
|
|
2021
Q4 | $240K | Buy |
819
+83
| +11% | +$24.3K | 0.02% | 164 |
|
|
2021
Q3 | $216K | Buy |
+736
| New | +$216K | 0.02% | 161 |
|