MWA
Monograph Wealth Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $284K | Hold |
993
| – | – | 0.04% | 108 |
|
2025
Q1 | $254K | Hold |
993
| – | – | 0.03% | 99 |
|
2024
Q4 | $286K | Hold |
993
| – | – | 0.04% | 93 |
|
2024
Q3 | $282K | Hold |
993
| – | – | 0.04% | 94 |
|
2024
Q2 | $261K | Hold |
993
| – | – | 0.04% | 90 |
|
2024
Q1 | $269K | Hold |
993
| – | – | 0.04% | 133 |
|
2023
Q4 | $251K | Hold |
993
| – | – | 0.05% | 91 |
|
2023
Q3 | $223K | Hold |
993
| – | – | 0.04% | 108 |
|
2023
Q2 | $241K | Hold |
993
| – | – | 0.05% | 73 |
|
2023
Q1 | $225K | Hold |
993
| – | – | 0.05% | 75 |
|
2022
Q4 | $213K | Hold |
993
| – | – | 0.06% | 85 |
|
2022
Q3 | $205K | Hold |
993
| – | – | 0.07% | 65 |
|
2022
Q2 | $205K | Hold |
993
| – | – | 0.06% | 72 |
|
2022
Q1 | $254K | Hold |
993
| – | – | 0.06% | 74 |
|
2021
Q4 | $291K | Buy |
+993
| New | +$291K | 0.07% | 69 |
|