Morris Financial Concepts’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
Q3 | $626K | Hold |
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|
2025
Q2 | $559K | Hold |
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|
2025
Q1 | $500K | Hold |
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|
2024
Q4 | $563K | Hold |
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|
2024
Q3 | $556K | Hold |
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|
2024
Q2 | $514K | Hold |
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|
2024
Q1 | $530K | Hold |
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|
2023
Q4 | $494K | Hold |
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|
2023
Q3 | $439K | Hold |
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|
2023
Q2 | $475K | Hold |
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|
2023
Q1 | $444K | Hold |
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|
2022
Q4 | $420K | Buy |
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|
2022
Q3 | $404K | Hold |
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|
2022
Q2 | $403K | Hold |
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|
2022
Q1 | $500K | Hold |
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|
2021
Q4 | $573K | Buy |
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