Pinnacle Wealth Planning Services’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
Q4 | $399K | Hold |
|
|||||
|
2025
Q3 | $395K | Hold |
|
|||||
|
2025
Q2 | $353K | Hold |
|
|||||
|
2025
Q1 | $316K | Sell |
|
|||||
|
2024
Q4 | $366K | Buy |
|
|||||
|
2024
Q3 | $287K | Hold |
|
|||||
|
2024
Q2 | $265K | Hold |
|
|||||
|
2024
Q1 | $274K | Hold |
|
|||||
|
2023
Q4 | $255K | Hold |
|
|||||
|
2023
Q3 | $226K | Sell |
|
|||||
|
2023
Q2 | $255K | Hold |
|
|||||
|
2023
Q1 | $239K | Sell |
|
|||||
|
2022
Q4 | $231K | Hold |
|
|||||
|
2022
Q3 | $223K | Buy |
|
|||||
|
2022
Q2 | $217K | Sell |
|
|||||
|
2022
Q1 | $275K | Sell |
|
|||||
|
2021
Q4 | $371K | Hold |
|
|||||
|
2021
Q3 | $371K | Buy |
|
|||||
|
2021
Q2 | $393K | Hold |
|
|||||
|
2021
Q1 | $379K | Sell |
|
|||||
|
2020
Q4 | $367K | Sell |
|
|||||
|
2020
Q3 | $318K | Hold |
|
|||||
|
2020
Q2 | $297K | Sell |
|
|||||
|
2020
Q1 | $278K | Hold |
|
|||||
|
2019
Q4 | $377K | Hold |
|
|||||
|
2019
Q3 | $339K | Hold |
|
|||||
|
2019
Q2 | $354K | Sell |
|
|||||
|
2019
Q1 | $382K | Hold |
|
|||||
|
2018
Q4 | $327K | Sell |
|
|||||
|
2018
Q3 | $424K | Sell |
|
|||||
|
2018
Q2 | $422K | Hold |
|
|||||
|
2018
Q1 | $393K | Hold |
|
|||||
|
2017
Q4 | $385K | Buy |
|