Morris Financial Concepts’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $559K | Hold |
1,957
| – | – | 0.22% | 63 |
|
|
2025
Q1 | $500K | Hold |
1,957
| – | – | 0.21% | 69 |
|
|
2024
Q4 | $563K | Hold |
1,957
| – | – | 0.24% | 58 |
|
|
2024
Q3 | $556K | Hold |
1,957
| – | – | 0.24% | 59 |
|
|
2024
Q2 | $514K | Hold |
1,957
| – | – | 0.25% | 55 |
|
|
2024
Q1 | $530K | Hold |
1,957
| – | – | 0.27% | 53 |
|
|
2023
Q4 | $494K | Hold |
1,957
| – | – | 0.28% | 47 |
|
|
2023
Q3 | $439K | Hold |
1,957
| – | – | 0.29% | 50 |
|
|
2023
Q2 | $475K | Hold |
1,957
| – | – | 0.31% | 47 |
|
|
2023
Q1 | $444K | Hold |
1,957
| – | – | 0.31% | 47 |
|
|
2022
Q4 | $420K | Buy |
1,957
+3
| +0.2% | +$644 | 0.34% | 51 |
|
|
2022
Q3 | $404K | Hold |
1,954
| – | – | 0.42% | 38 |
|
|
2022
Q2 | $403K | Hold |
1,954
| – | – | 0.38% | 42 |
|
|
2022
Q1 | $500K | Hold |
1,954
| – | – | 0.42% | 37 |
|
|
2021
Q4 | $573K | Buy |
+1,954
| New | +$573K | 0.48% | 32 |
|