Prosperity Planning’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 | $1.01M | Sell |
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|
2025
Q2 | $926K | Sell |
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|
2025
Q1 | $830K | Sell |
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|
2024
Q4 | $947K | Sell |
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|
2024
Q3 | $993K | Sell |
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|
2024
Q2 | $974K | Sell |
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|
2024
Q1 | $1.01M | Sell |
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|
2023
Q4 | $947K | Sell |
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|
2023
Q3 | $947K | Sell |
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|
2023
Q2 | $1.03M | Sell |
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|
2023
Q1 | $979K | Buy |
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|
2022
Q4 | $747K | Hold |
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|
2022
Q3 | $866K | Buy |
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|
2022
Q2 | $835K | Hold |
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|
2022
Q1 | $663K | Hold |
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|
2021
Q4 | $755K | Sell |
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|
2021
Q3 | $757K | Buy |
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|
2021
Q2 | $793K | Hold |
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|
2021
Q1 | $765K | Sell |
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|
2020
Q4 | $762K | Buy |
|