Simon Quick 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 | $3.29M | Sell |
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2025
Q1 | $3.06M | Sell |
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|
2024
Q4 | $3.62M | Sell |
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|
2024
Q3 | $4.03M | Sell |
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|
2024
Q2 | $3.78M | Sell |
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|
2024
Q1 | $4.43M | Sell |
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|
2023
Q4 | $4.16M | Sell |
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|
2023
Q3 | $7.3M | Sell |
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|
2023
Q2 | $7.94M | Sell |
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|
2023
Q1 | $9.07M | Sell |
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|
2022
Q4 | $12.3M | Buy |
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|
2022
Q3 | $2.86M | Sell |
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|
2022
Q2 | $3.39M | Buy |
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|
2022
Q1 | $2.58M | Sell |
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|
2021
Q4 | $9.51M | Buy |
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|
2021
Q3 | $2.06M | Buy |
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|
2021
Q2 | $2.12M | Buy |
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|
2021
Q1 | $1.81M | Sell |
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|
2020
Q4 | $2.12M | Sell |
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|
2020
Q3 | $1.68M | Sell |
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|
2020
Q2 | $1.71M | Sell |
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|
2020
Q1 | $1.4M | Sell |
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|
2019
Q4 | $2.14M | Sell |
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|
2019
Q3 | $1.96M | Buy |
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|
2019
Q2 | $2.02M | Sell |
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|
2019
Q1 | $2.46M | Sell |
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|
2018
Q4 | $8.52M | Sell |
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|
2018
Q3 | $12.8M | Sell |
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|
2018
Q2 | $16M | Hold |
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|
2018
Q1 | $15M | Buy |
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|
2017
Q4 | $7.38M | Sell |
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|
2017
Q3 | $9.51M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $637K | Buy |
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|
2016
Q4 | $564K | Buy |
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