Oakworth Capital’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
Q3 | $153K | Hold |
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|
2025
Q2 | $136K | Sell |
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|
2025
Q1 | $136K | Buy |
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|
2024
Q4 | $151K | Sell |
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|
2024
Q3 | $151K | Buy |
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|
2024
Q2 | $103K | Sell |
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|
2024
Q1 | $179K | Sell |
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|
2023
Q4 | $175K | Sell |
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|
2023
Q3 | $167K | Sell |
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|
2023
Q2 | $188K | Sell |
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|
2023
Q1 | $183K | Hold |
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|
2022
Q4 | $174K | Sell |
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|
2022
Q3 | $171K | Hold |
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|
2022
Q2 | $170K | Sell |
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|
2022
Q1 | $224K | Hold |
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|
2021
Q4 | $256K | Sell |
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|
2021
Q3 | $268K | Sell |
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|
2021
Q2 | $300K | Sell |
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|
2021
Q1 | $300K | Sell |
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|
2020
Q4 | $304K | Hold |
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|
2020
Q3 | $235K | Hold |
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|
2020
Q2 | $220K | Sell |
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|
2020
Q1 | $208K | Sell |
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|
2019
Q4 | $375K | Sell |
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|
2019
Q3 | $343K | Sell |
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|
2019
Q2 | $378K | Sell |
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|
2019
Q1 | $386K | Hold |
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|
2018
Q4 | $330K | Sell |
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|
2018
Q3 | $434K | Hold |
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|
2018
Q2 | $412K | Hold |
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|
2018
Q1 | $385K | Hold |
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|
2017
Q4 | $377K | Sell |
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|
2017
Q3 | $347K | Hold |
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|
2017
Q2 | $345K | Sell |
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|
2017
Q1 | $360K | Sell |
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|
2016
Q4 | $349K | Buy |
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|
2016
Q3 | $337K | Buy |
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|
2016
Q2 | $290K | Buy |
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|
2016
Q1 | $146K | Buy |
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|
2015
Q4 | $51K | Buy |
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