SWM
SilverOak 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 | $1.32M | Sell |
4,626
-72
| -2% | -$20.6K | 0.25% | 40 |
|
|
2025
Q1 | $1.2M | Sell |
4,698
-165
| -3% | -$42.2K | 0.26% | 40 |
|
|
2024
Q4 | $1.4M | Sell |
4,863
-196
| -4% | -$56.4K | 0.3% | 37 |
|
|
2024
Q3 | $1.44M | Buy |
5,059
+4
| +0.1% | +$1.14K | 0.32% | 34 |
|
|
2024
Q2 | $1.33M | Sell |
5,055
-43
| -0.8% | -$11.3K | 0.32% | 34 |
|
|
2024
Q1 | $1.38M | Sell |
5,098
-110
| -2% | -$29.8K | 0.34% | 32 |
|
|
2023
Q4 | $1.31M | Buy |
+5,208
| New | +$1.31M | 0.36% | 31 |
|