MYCIO Wealth Partners’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 | – | Sell |
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|
2025
Q1 | $191K | Sell |
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|
2024
Q4 | $359K | Buy |
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|
2024
Q3 | $354K | Buy |
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|
2024
Q2 | $326K | Buy |
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|
2024
Q1 | $336K | Buy |
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|
2023
Q4 | $313K | Buy |
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|
2023
Q3 | $277K | Hold |
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|
2023
Q2 | $300K | Buy |
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|
2023
Q1 | $280K | Buy |
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|
2022
Q4 | $265K | Buy |
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|
2022
Q3 | $254K | Hold |
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|
2022
Q2 | $254K | Sell |
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|
2022
Q1 | $1.01M | Buy |
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|
2021
Q4 | $360K | Buy |
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|
2021
Q3 | $360K | Hold |
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|
2021
Q2 | $382K | Buy |
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|
2021
Q1 | $368K | Sell |
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|
2020
Q4 | $451K | Buy |
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|
2020
Q3 | $348K | Buy |
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|
2020
Q2 | $325K | Buy |
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|
2020
Q1 | $248K | Sell |
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|
2019
Q4 | $689K | Buy |
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|
2019
Q3 | $601K | Sell |
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|
2019
Q2 | $1.36M | Sell |
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|
2019
Q1 | $1.42M | Sell |
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|
2018
Q4 | $1.39M | Buy |
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|
2018
Q3 | $1.68M | Buy |
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|
2018
Q2 | $988K | Buy |
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|
2018
Q1 | $910K | Buy |
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|
2017
Q4 | $891K | Sell |
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|
2017
Q3 | $934K | Sell |
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|
2017
Q2 | $948K | Hold |
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|
2017
Q1 | $908K | Buy |
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|
2016
Q4 | $728K | Buy |
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|
2016
Q3 | $486K | Buy |
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|
2016
Q2 | $447K | Hold |
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|
2016
Q1 | $432K | Buy |
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|
2015
Q4 | $451K | Sell |
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|
2015
Q3 | $446K | Buy |
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|
2015
Q2 | $499K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $43K | Hold |
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|
2014
Q1 | $43K | Hold |
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|
2013
Q4 | $43K | Buy |
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