Klingman & Associates’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 | $289K | Hold |
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|
2025
Q2 | $258K | Hold |
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|
2025
Q1 | $230K | Hold |
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|
2024
Q4 | $260K | Hold |
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|
2024
Q3 | $256K | Hold |
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|
2024
Q2 | $237K | Hold |
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|
2024
Q1 | $244K | Hold |
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|
2023
Q4 | $228K | Hold |
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|
2023
Q3 | $202K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $209K | Hold |
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|
2021
Q4 | $240K | Buy |
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|
2021
Q3 | $216K | Buy |
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