Orgel Wealth Management’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
Q2 | $366K | Hold |
1,280
| – | – | 0.01% | 70 |
|
|
2025
Q1 | $327K | Sell |
1,280
-168
| -12% | -$42.9K | 0.01% | 68 |
|
|
2024
Q4 | $417K | Hold |
1,448
| – | – | 0.01% | 66 |
|
|
2024
Q3 | $411K | Sell |
1,448
-374
| -21% | -$106K | 0.01% | 64 |
|
|
2024
Q2 | $478K | Hold |
1,822
| – | – | 0.01% | 57 |
|
|
2024
Q1 | $493K | Buy |
1,822
+12
| +0.7% | +$3.25K | 0.01% | 54 |
|
|
2023
Q4 | $457K | Sell |
1,810
-3,029
| -63% | -$764K | 0.01% | 57 |
|
|
2023
Q3 | $1.08M | Buy |
+4,839
| New | +$1.08M | 0.04% | 40 |
|