Rice Partnership’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 | $130K | Hold |
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|
2025
Q1 | $117K | Hold |
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|
2024
Q4 | $131K | Hold |
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|
2024
Q3 | $130K | Hold |
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|
2024
Q2 | $120K | Hold |
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|
2024
Q1 | $123K | Hold |
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|
2023
Q4 | $115K | Sell |
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|
2023
Q3 | $136K | Sell |
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|
2023
Q2 | $148K | Hold |
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|
2023
Q1 | $138K | Hold |
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|
2022
Q4 | $131K | Hold |
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|
2022
Q3 | $126K | Hold |
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|
2022
Q2 | $126K | Hold |
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|
2022
Q1 | $156K | Hold |
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|
2021
Q4 | $179K | Sell |
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|
2021
Q3 | $192K | Buy |
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|
2021
Q2 | $190K | Hold |
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|
2021
Q1 | $183K | Hold |
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|
2020
Q4 | $175K | Hold |
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|
2020
Q3 | $135K | Hold |
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|
2020
Q2 | $126K | Hold |
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|
2020
Q1 | $96K | Sell |
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|
2019
Q4 | $2.01M | Hold |
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|
2019
Q3 | $1.81M | Hold |
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|
2019
Q2 | $1.88M | Hold |
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|
2019
Q1 | $1.84M | Sell |
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|
2018
Q4 | $2.64M | Sell |
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|
2018
Q3 | $10.9M | Buy |
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|
2018
Q2 | $9.87M | Buy |
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|
2018
Q1 | $8.64M | Buy |
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|
2017
Q4 | $8.26M | Buy |
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