SWM
Selective Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $352K | Hold |
1,202
| – | – | 0.13% | 72 |
|
|
2025
Q1 | $288K | Hold |
1,202
| – | – | 0.13% | 75 |
|
|
2024
Q4 | $345K | Hold |
1,202
| – | – | 0.14% | 69 |
|
|
2024
Q3 | $338K | Hold |
1,202
| – | – | 0.14% | 79 |
|
|
2024
Q2 | $315K | Buy |
1,202
+2
| +0.2% | +$523 | 0.14% | 78 |
|
|
2024
Q1 | $311K | Buy |
+1,200
| New | +$311K | 0.14% | 80 |
|