Nelson Capital Management’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 | $357K | Sell |
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|
2025
Q1 | $326K | Hold |
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|
2024
Q4 | $367K | Hold |
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|
2024
Q3 | $362K | Hold |
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|
2024
Q2 | $335K | Hold |
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|
2024
Q1 | $345K | Buy |
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|
2023
Q4 | $290K | Hold |
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|
2023
Q3 | $258K | Hold |
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|
2023
Q2 | $279K | Hold |
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|
2023
Q1 | $261K | Hold |
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|
2022
Q4 | $247K | Hold |
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|
2022
Q3 | $238K | Hold |
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|
2022
Q2 | $237K | Hold |
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|
2022
Q1 | $294K | Sell |
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|
2021
Q4 | $350K | Sell |
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|
2021
Q3 | $357K | Hold |
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|
2021
Q2 | $379K | Sell |
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|
2021
Q1 | $397K | Hold |
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|
2020
Q4 | $378K | Buy |
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