Montag & Associates’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 | $447K | Buy |
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|
2025
Q1 | $375K | Sell |
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|
2024
Q4 | $447K | Hold |
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|
2024
Q3 | $441K | Sell |
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|
2024
Q2 | $474K | Buy |
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|
2024
Q1 | $421K | Hold |
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|
2023
Q4 | $392K | Sell |
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|
2023
Q3 | $354K | Sell |
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|
2023
Q2 | $411K | Hold |
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|
2023
Q1 | $385K | Buy |
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|
2022
Q4 | $364K | Sell |
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|
2022
Q3 | $351K | Hold |
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|
2022
Q2 | $351K | Hold |
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|
2022
Q1 | $435K | Hold |
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|
2021
Q4 | $498K | Hold |
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|
2021
Q3 | $499K | Buy |
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|
2021
Q2 | $528K | Hold |
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|
2021
Q1 | $510K | Buy |
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|
2020
Q4 | $485K | Buy |
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|
2020
Q3 | $310K | Buy |
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|
2020
Q2 | $287K | Hold |
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|
2020
Q1 | $219K | Hold |
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|
2019
Q4 | $297K | Sell |
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|
2019
Q3 | $270K | Buy |
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|
2019
Q2 | $278K | Hold |
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|
2019
Q1 | $272K | Hold |
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|
2018
Q4 | $233K | Sell |
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|
2018
Q3 | $352K | Buy |
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|
2018
Q2 | $319K | Hold |
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|
2018
Q1 | $297K | Sell |
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|
2017
Q4 | $329K | Hold |
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|
2017
Q3 | $315K | Hold |
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|
2017
Q2 | $297K | Hold |
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|
2017
Q1 | $285K | Sell |
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|
2016
Q4 | $309K | Sell |
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|
2016
Q3 | $300K | Sell |
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|
2016
Q2 | $297K | Buy |
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|
2016
Q1 | $286K | Hold |
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|
2015
Q4 | $301K | Hold |
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|
2015
Q3 | $289K | Buy |
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|
2015
Q2 | $315K | Hold |
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|
2015
Q1 | $308K | Sell |
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|
2014
Q4 | $310K | Hold |
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|
2014
Q3 | $282K | Hold |
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|
2014
Q2 | $301K | Hold |
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|
2014
Q1 | $296K | Hold |
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|
2013
Q4 | $295K | Hold |
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|
2013
Q3 | $274K | Sell |
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|
2013
Q2 | $251K | Buy |
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