Palisades Hudson Asset Management’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 | $734K | Buy |
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|
2025
Q1 | $655K | Buy |
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|
2024
Q4 | $737K | Buy |
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|
2024
Q3 | $724K | Buy |
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|
2024
Q2 | $668K | Buy |
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|
2024
Q1 | $688K | Buy |
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|
2023
Q4 | $640K | Buy |
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|
2023
Q3 | $567K | Hold |
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|
2023
Q2 | $613K | Sell |
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|
2023
Q1 | $700K | Buy |
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|
2022
Q4 | $661K | Buy |
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|
2022
Q3 | $633K | Buy |
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|
2022
Q2 | $517K | Buy |
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|
2022
Q1 | $640K | Buy |
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|
2021
Q4 | $733K | Buy |
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|
2021
Q3 | $732K | Hold |
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|
2021
Q2 | $778K | Buy |
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|
2021
Q1 | $749K | Hold |
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|
2020
Q4 | $714K | Buy |
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|
2020
Q3 | $551K | Buy |
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|
2020
Q2 | $514K | Sell |
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|
2020
Q1 | $529K | Sell |
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|
2019
Q4 | $733K | Buy |
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|
2019
Q3 | $656K | Hold |
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|
2019
Q2 | $684K | Buy |
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|
2019
Q1 | $507K | Sell |
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|
2018
Q4 | $436K | Buy |
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|
2018
Q3 | $557K | Sell |
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|
2018
Q2 | $551K | Hold |
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|
2018
Q1 | $514K | Sell |
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|
2017
Q4 | $511K | Buy |
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|
2017
Q3 | $488K | Sell |
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|
2017
Q2 | $462K | Hold |
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|
2017
Q1 | $443K | Buy |
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|
2016
Q4 | $421K | Sell |
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|
2016
Q3 | $526K | Buy |
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|
2016
Q2 | $483K | Sell |
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|
2016
Q1 | $567K | Sell |
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|
2015
Q4 | $767K | Buy |
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|
2015
Q3 | $550K | Buy |
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