Milestone Investment Advisors’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 | $131K | Hold |
457
| – | – | 0.03% | 89 |
|
|
2025
Q1 | $117K | Buy |
457
+282
| +161% | +$72.1K | 0.03% | 89 |
|
|
2024
Q4 | $50.5K | Hold |
175
| – | – | 0.01% | 104 |
|
|
2024
Q3 | $49.8K | Hold |
175
| – | – | 0.01% | 102 |
|
|
2024
Q2 | $46K | Hold |
175
| – | – | 0.01% | 103 |
|
|
2024
Q1 | $47.5K | Hold |
175
| – | – | 0.01% | 100 |
|
|
2023
Q4 | $44.2K | Hold |
175
| – | – | 0.01% | 95 |
|
|
2023
Q3 | $39.3K | Hold |
175
| – | – | 0.01% | 217 |
|
|
2023
Q2 | $42.5K | Hold |
175
| – | – | 0.01% | 88 |
|
|
2023
Q1 | $39.8K | Hold |
175
| – | – | 0.01% | 221 |
|
|
2022
Q4 | $37.6K | Buy |
+175
| New | +$37.6K | 0.01% | 86 |
|