River Wealth Advisors’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
$207K Buy
2025
Q2
Sell
2025
Q1
$235K Hold
2024
Q4
$265K Buy
2024
Q3
$240K Buy
2024
Q2
$212K Hold
2024
Q1
$219K Hold
2023
Q4
$204K Buy
2022
Q1
Sell
2021
Q4
$256K Buy
2021
Q3
$220K Buy
2019
Q1
Sell
2018
Q4
$75K Hold
2018
Q3
$96K Buy
2018
Q2
$80K Buy