Nvest Financial’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 Q1	–	Sell	-1,936	Closed	-$557K	–	105
2024 Q4	$557K	Buy	1,936 +475	+33%	+$137K	0.28%	75
2024 Q3	$415K	Buy	1,461 +431	+42%	+$122K	0.24%	73
2024 Q2	$270K	Buy	1,030 +188	+22%	+$49.3K	0.17%	77
2024 Q1	$228K	Buy	+842	New	+$228K	0.15%	74