Perigon 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 | $824K | Sell |
|
|||||
|
2025
Q2 | $762K | Sell |
|
|||||
|
2025
Q1 | $701K | Sell |
|
|||||
|
2024
Q4 | $919K | Buy |
|
|||||
|
2024
Q3 | $878K | Sell |
|
|||||
|
2024
Q2 | $838K | Buy |
|
|||||
|
2024
Q1 | $814K | Buy |
|
|||||
|
2023
Q4 | $590K | Buy |
|
|||||
|
2023
Q3 | $466K | Sell |
|
|||||
|
2023
Q2 | $511K | Sell |
|
|||||
|
2023
Q1 | $487K | Sell |
|
|||||
|
2022
Q4 | $469K | Buy |
|
|||||
|
2022
Q3 | $429K | Buy |
|
|||||
|
2022
Q2 | $421K | Buy |
|
|||||
|
2022
Q1 | $480K | Hold |
|
|||||
|
2021
Q4 | $550K | Sell |
|
|||||
|
2021
Q3 | $642K | Sell |
|
|||||
|
2021
Q2 | $728K | Sell |
|
|||||
|
2021
Q1 | $781K | Buy |
|
|||||
|
2020
Q4 | $577K | Hold |
|
|||||
|
2020
Q3 | $446K | Buy |
|
|||||
|
2020
Q2 | $411K | Hold |
|
|||||
|
2020
Q1 | $338K | Buy |
|
|||||
|
2017
Q4 | – | Sell |
|
|||||
|
2017
Q3 | $28K | Hold |
|
|||||
|
2017
Q2 | $26K | Hold |
|
|||||
|
2017
Q1 | $25K | Hold |
|
|||||
|
2016
Q4 | $25K | Buy |
|
|||||
|
2016
Q3 | $23K | Buy |
|
|||||
|
2016
Q2 | $21K | Buy |
|
|||||
|
2016
Q1 | – | Sell |
|
|||||
|
2015
Q4 | $265K | Sell |
|
|||||
|
2015
Q3 | $321K | Buy |
|
|||||
|
2015
Q2 | $371K | Hold |
|
|||||
|
2015
Q1 | $363K | Buy |
|
|||||
|
2014
Q4 | $341K | Buy |
|
|||||
|
2014
Q3 | $310K | Buy |
|
|||||
|
2014
Q2 | $265K | Buy |
|