Kozak & 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 | – | Hold |
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|
2025
Q2 | – | Hold |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $17.7K | Sell |
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|
2024
Q3 | $29.6K | Hold |
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|
2024
Q2 | $26.4K | Sell |
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|
2024
Q1 | $30.2K | Buy |
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|
2023
Q4 | $24.3K | Sell |
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|
2023
Q3 | $56.1K | Sell |
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|
2023
Q2 | $78.9K | Hold |
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|
2023
Q1 | $73.7K | Sell |
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|
2022
Q4 | $72K | Hold |
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|
2022
Q3 | $70K | Hold |
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|
2022
Q2 | $69K | Hold |
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|
2022
Q1 | $83K | Hold |
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|
2021
Q4 | $83K | Buy |
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|
2021
Q3 | $107K | Buy |
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