McKinley Carter Wealth Services’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
Q2 | $1.5M | Sell |
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|
2025
Q1 | $1.42M | Sell |
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|
2024
Q4 | $1.69M | Hold |
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|
2024
Q3 | $1.67M | Sell |
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|
2024
Q2 | $1.55M | Sell |
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|
2024
Q1 | $1.66M | Sell |
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|
2023
Q4 | $1.56M | Sell |
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|
2023
Q3 | $1.54M | Sell |
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|
2023
Q2 | $1.72M | Sell |
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|
2023
Q1 | $1.69M | Sell |
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|
2022
Q4 | $1.62M | Sell |
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|
2022
Q3 | $1.68M | Sell |
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|
2022
Q2 | $2.02M | Sell |
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|
2022
Q1 | $2.57M | Sell |
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|
2021
Q4 | $3.08M | Sell |
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|
2021
Q3 | $3.42M | Sell |
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|
2021
Q2 | $3.77M | Sell |
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|
2021
Q1 | $3.94M | Sell |
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|
2020
Q4 | $4.11M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $27K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $74K | Buy |
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