Schneider Downs Wealth Management 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
Q2 | $613K | Buy |
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|
2025
Q1 | $521K | Hold |
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|
2024
Q4 | $586K | Hold |
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|
2024
Q3 | $579K | Hold |
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|
2024
Q2 | $535K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $474K | Sell |
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|
2023
Q2 | $524K | Hold |
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|
2023
Q1 | $490K | Sell |
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|
2022
Q4 | $481K | Buy |
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|
2022
Q3 | $423K | Buy |
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|
2022
Q2 | $403K | Sell |
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|
2022
Q1 | $517K | Buy |
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|
2021
Q4 | $547K | Hold |
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|
2021
Q3 | $548K | Buy |
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|
2021
Q2 | $574K | Hold |
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|
2021
Q1 | $554K | Hold |
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|
2020
Q4 | $528K | Hold |
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|
2020
Q3 | $408K | Hold |
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|
2020
Q2 | $381K | Hold |
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|
2020
Q1 | $291K | Buy |
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|
2019
Q4 | $319K | Hold |
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|
2019
Q3 | $287K | Hold |
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|
2019
Q2 | $299K | Hold |
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|
2019
Q1 | $293K | Hold |
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|
2018
Q4 | $250K | Buy |
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