Roffman Miller Associates’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 | $394K | Buy |
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|
2025
Q2 | $352K | Buy |
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|
2025
Q1 | $310K | Sell |
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|
2024
Q4 | $351K | Sell |
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|
2024
Q3 | $372K | Sell |
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|
2024
Q2 | $347K | Buy |
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|
2024
Q1 | $354K | Buy |
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|
2023
Q4 | $329K | Sell |
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|
2023
Q3 | $298K | Hold |
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|
2023
Q2 | $323K | Sell |
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|
2023
Q1 | $421K | Buy |
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|
2022
Q4 | $398K | Buy |
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|
2022
Q3 | $381K | Buy |
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|
2022
Q2 | $380K | Buy |
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|
2022
Q1 | $471K | Buy |
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|
2021
Q4 | $538K | Buy |
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|
2021
Q3 | $538K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $378K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $371K | Hold |
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|
2019
Q2 | $387K | Sell |
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|
2019
Q1 | $433K | Buy |
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|
2018
Q4 | $372K | Buy |
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|
2018
Q3 | $376K | Buy |
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