Moody Lynn & Lieberson’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Moody Lynn & Lieberson’s Portfolio IWO Stock Details IWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.94M	Sell
2025 Q1	$2.76M	Hold
2024 Q4	$3.11M	Hold
2024 Q3	$3.07M	Hold
2024 Q2	$2.84M	Hold
2024 Q1	$2.92M	Hold
2023 Q4	$2.72M	Hold
2023 Q3	$2.42M	Hold
2023 Q2	$2.62M	Hold
2023 Q1	$2.45M	Sell
2022 Q4	$2.42M	Sell
2022 Q3	$2.49M	Hold
2022 Q2	$2.48M	Hold
2022 Q1	$3.08M	Hold
2021 Q4	$3.53M	Hold
2021 Q3	$3.54M	Hold
2021 Q2	$3.75M	Hold
2021 Q1	$3.62M	Hold
2020 Q4	$3.45M	Hold
2020 Q3	$2.67M	Hold
2020 Q2	$2.49M	Hold
2020 Q1	$1.9K	Hold
2019 Q4	$2.58M	Hold
2019 Q3	$2.32M	Hold
2019 Q2	$2.42M	Hold
2019 Q1	$2.37M	Hold
2018 Q4	$2.02M	Hold
2018 Q3	$2.59M	Hold
2018 Q2	$2.46M	Sell
2018 Q1	$2.52M	Sell
2017 Q4	$2.59M	Hold
2017 Q3	$2.38M	Hold
2017 Q2	$2.24M	Buy
2017 Q1	$576K	Hold
2016 Q4	$549K	Hold
2016 Q3	$531K	Hold
2016 Q2	$489K	Sell
2016 Q1	$539K	Sell
2015 Q4	$569K	Hold
2015 Q3	$547K	Hold
2015 Q2	$631K	Hold
2015 Q1	$619K	Hold
2014 Q4	$582K	Sell
2014 Q3	$659K	Sell
2014 Q2	$742K	Sell
2014 Q1	$1.24M	Buy
2013 Q4	$1.1M	Sell
2013 Q3	$1.14M	Buy
2013 Q2	$981K	Buy