PBMares Wealth 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
Q3 | $441K | Buy |
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|
2025
Q2 | $387K | Hold |
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|
2025
Q1 | $346K | Sell |
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|
2024
Q4 | $392K | Buy |
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|
2024
Q3 | $385K | Hold |
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|
2024
Q2 | $356K | Hold |
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|
2024
Q1 | $367K | Sell |
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|
2023
Q4 | $348K | Sell |
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|
2023
Q3 | $312K | Hold |
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|
2023
Q2 | $337K | Hold |
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|
2023
Q1 | $315K | Hold |
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|
2022
Q4 | $298K | Sell |
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|
2022
Q3 | $334K | Sell |
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|
2022
Q2 | $410K | Sell |
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|
2022
Q1 | $535K | Sell |
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|
2021
Q4 | $619K | Sell |
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|
2021
Q3 | $709K | Sell |
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|
2021
Q2 | $1.02M | Sell |
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|
2021
Q1 | $1M | Buy |
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|
2020
Q4 | $447K | Buy |
|