Oxford Financial Group’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 | $420K | Sell |
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|
2025
Q1 | $379K | Hold |
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|
2024
Q4 | $427K | Sell |
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|
2024
Q3 | $444K | Hold |
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|
2024
Q2 | $411K | Buy |
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|
2024
Q1 | $392K | Sell |
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|
2023
Q4 | $366K | Sell |
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|
2023
Q3 | $373K | Buy |
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|
2023
Q2 | $353K | Hold |
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|
2023
Q1 | $330K | Hold |
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|
2022
Q4 | $312K | Hold |
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|
2022
Q3 | $300K | Hold |
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|
2022
Q2 | $300K | Hold |
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|
2022
Q1 | $372K | Hold |
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|
2021
Q4 | $426K | Sell |
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|
2021
Q3 | $710K | Sell |
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|
2021
Q2 | $756K | Hold |
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|
2021
Q1 | $729K | Hold |
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|
2020
Q4 | $695K | Hold |
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|
2020
Q3 | $537K | Hold |
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|
2020
Q2 | $502K | Sell |
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|
2020
Q1 | $385K | Hold |
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|
2019
Q4 | $521K | Buy |
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|
2019
Q3 | $465K | Buy |
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|
2019
Q2 | $290K | Hold |
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|
2019
Q1 | $284K | Buy |
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