Monograph 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
Q2 | $284K | Hold |
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|
2025
Q1 | $254K | Hold |
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|
2024
Q4 | $286K | Hold |
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|
2024
Q3 | $282K | Hold |
|
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|
2024
Q2 | $261K | Hold |
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|
2024
Q1 | $269K | Hold |
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|
2023
Q4 | $251K | Hold |
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|
2023
Q3 | $223K | Hold |
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|
2023
Q2 | $241K | Hold |
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|
2023
Q1 | $225K | Hold |
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|
2022
Q4 | $213K | Hold |
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|
2022
Q3 | $205K | Hold |
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|
2022
Q2 | $205K | Hold |
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|
2022
Q1 | $254K | Hold |
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|
2021
Q4 | $291K | Buy |
|