Shakespeare Wealth Management’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 | $1.64M | Buy |
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|
2025
Q1 | $1.33M | Sell |
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|
2024
Q4 | $1.56M | Sell |
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|
2024
Q3 | $1.65M | Sell |
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|
2024
Q2 | $1.53M | Buy |
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|
2024
Q1 | $1.52M | Sell |
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|
2023
Q4 | $1.46M | Sell |
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|
2023
Q3 | $1.36M | Sell |
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|
2023
Q2 | $1.49M | Sell |
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|
2023
Q1 | $1.44M | Sell |
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|
2022
Q4 | $1.44M | Sell |
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|
2022
Q3 | $1.6M | Sell |
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|
2022
Q2 | $1.73M | Buy |
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|
2022
Q1 | $1.88M | Buy |
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|
2021
Q4 | $1.9M | Buy |
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|
2021
Q3 | $1.76M | Sell |
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|
2021
Q2 | $1.82M | Sell |
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|
2021
Q1 | $1.89M | Sell |
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|
2020
Q4 | $1.91M | Sell |
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|
2020
Q3 | $1.57M | Sell |
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|
2020
Q2 | $1.51M | Buy |
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