Kovitz Investment Group Partners’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	$11.1M	Buy	38,951 +977	+3%	+$279K	0.05%	287
2025 Q1	$9.7M	Sell	37,974 -1,751	-4%	-$447K	0.05%	276
2024 Q4	$11.4M	Buy	39,725 +1,322	+3%	+$381K	0.06%	242
2024 Q3	$139K	Sell	38,403 -916	-2%	-$3.33K	﹤0.01%	969
2024 Q2	$10.3M	Buy	+39,319	New	+$10.3M	0.09%	175