LBJ Family Wealth Advisors’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 | $8.18M | Sell |
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|
2025
Q2 | $7.39M | Buy |
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|
2025
Q1 | $6.61M | Buy |
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|
2024
Q4 | $7.44M | Sell |
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|
2024
Q3 | $7.43M | Sell |
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|
2024
Q2 | $6.9M | Sell |
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|
2024
Q1 | $7.13M | Buy |
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|
2023
Q4 | $6.64M | Buy |
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|
2023
Q3 | $5.9M | Sell |
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|
2023
Q2 | $6.49M | Sell |
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|
2023
Q1 | $6.35M | Buy |
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|
2022
Q4 | $6M | Sell |
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|
2022
Q3 | $13M | Buy |
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|
2022
Q2 | $5.75M | Sell |
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|
2022
Q1 | $6.82M | Buy |
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|
2021
Q4 | $8.2M | Sell |
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|
2021
Q3 | $8.44M | Hold |
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|
2021
Q2 | $8.84M | Sell |
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|
2021
Q1 | $8.7M | Sell |
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|
2020
Q4 | $8.48M | Sell |
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|
2020
Q3 | $6.57M | Buy |
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|
2020
Q2 | $6.13M | Buy |
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|
2020
Q1 | $4.68M | Sell |
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|
2019
Q4 | $7.03M | Buy |
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|
2019
Q3 | $6.33M | Sell |
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|
2019
Q2 | $6.73M | Buy |
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|
2019
Q1 | $6.52M | Buy |
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|
2018
Q4 | $5.54M | Buy |
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|
2018
Q3 | $6.95M | Sell |
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|
2018
Q2 | $6.68M | Hold |
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|
2018
Q1 | $6.23M | Sell |
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|
2017
Q4 | $6.13M | Buy |
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|
2017
Q3 | $5.87M | Buy |
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|
2017
Q2 | $5.48M | Sell |
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|
2017
Q1 | $5.29M | Buy |
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|
2016
Q4 | $5.03M | Sell |
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|
2016
Q3 | $4.9M | Buy |
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|
2016
Q2 | $4.04M | Hold |
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|
2016
Q1 | $3.91M | Buy |
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|
2015
Q4 | $3.56M | Buy |
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|
2015
Q3 | $3.36M | Buy |
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|
2015
Q2 | $3.52M | Sell |
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|
2015
Q1 | $3.54M | Buy |
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|
2014
Q4 | $3M | Buy |
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|
2013
Q4 | $2.45M | Buy |
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