Perfromance Wealth Partners’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 | $474K | Sell |
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|
2025
Q1 | $427K | Sell |
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|
2024
Q4 | $776K | Sell |
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|
2024
Q3 | $766K | Hold |
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|
2024
Q2 | $708K | Hold |
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|
2024
Q1 | $731K | Hold |
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|
2023
Q4 | $680K | Sell |
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|
2023
Q3 | $686K | Hold |
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|
2023
Q2 | $734K | Hold |
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|
2023
Q1 | $694K | Sell |
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|
2022
Q4 | $670K | Sell |
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|
2022
Q3 | $670K | Buy |
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|
2022
Q2 | $659K | Sell |
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|
2022
Q1 | $845K | Hold |
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|
2021
Q4 | $968K | Buy |
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