Optimum Investment Advisors’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 | $173K | Hold |
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|
2025
Q2 | $154K | Hold |
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|
2025
Q1 | $138K | Hold |
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|
2024
Q4 | $155K | Hold |
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|
2024
Q3 | $153K | Hold |
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|
2024
Q2 | $142K | Hold |
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|
2024
Q1 | $146K | Hold |
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|
2023
Q4 | $136K | Hold |
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|
2023
Q3 | $121K | Hold |
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|
2023
Q2 | $131K | Hold |
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|
2023
Q1 | $122K | Hold |
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|
2022
Q4 | $116K | Sell |
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|
2022
Q3 | $113K | Hold |
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|
2022
Q2 | $113K | Hold |
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|
2022
Q1 | $140K | Hold |
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|
2021
Q4 | $160K | Hold |
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|
2021
Q3 | $161K | Hold |
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|
2021
Q2 | $170K | Hold |
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|
2021
Q1 | $165K | Hold |
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|
2020
Q4 | $157K | Hold |
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|
2020
Q3 | $121K | Hold |
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|
2020
Q2 | $113K | Hold |
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|
2020
Q1 | $87K | Hold |
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|
2019
Q4 | $117K | Sell |
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|
2019
Q3 | $124K | Buy |
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|
2019
Q2 | $110K | Hold |
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|
2019
Q1 | $108K | Hold |
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|
2018
Q4 | $92K | Hold |
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|
2018
Q3 | $118K | Hold |
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|
2018
Q2 | $112K | Hold |
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|
2018
Q1 | $104K | Buy |
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|
2015
Q1 | $191K | Hold |
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|
2014
Q4 | $179K | Hold |
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|
2014
Q3 | $165K | Sell |
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|
2014
Q2 | $176K | Buy |
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|
2014
Q1 | $144K | Hold |
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|
2013
Q4 | $143K | Hold |
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|
2013
Q3 | $133K | Buy |
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