Morton Brown Family Wealth’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 | $286 | Hold |
1
| – | – | ﹤0.01% | 299 |
|
|
2025
Q1 | $256 | Hold |
1
| – | – | ﹤0.01% | 304 |
|
|
2024
Q4 | $288 | Hold |
1
| – | – | ﹤0.01% | 267 |
|
|
2024
Q3 | $284 | Buy |
+1
| New | +$284 | ﹤0.01% | 259 |
|
|
2022
Q4 | – | Sell |
-9
| Closed | -$2K | – | 195 |
|
|
2022
Q3 | $2K | Hold |
9
| – | – | ﹤0.01% | 173 |
|
|
2022
Q2 | $2K | Buy |
+9
| New | +$2K | ﹤0.01% | 198 |
|