SkyOak Wealth’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 | $661K | Sell |
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|
2025
Q1 | $602K | Sell |
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|
2024
Q4 | $723K | Sell |
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|
2024
Q3 | $751K | Sell |
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|
2024
Q2 | $697K | Sell |
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|
2024
Q1 | $758K | Sell |
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|
2023
Q4 | $733K | Sell |
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|
2023
Q3 | $663K | Sell |
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|
2023
Q2 | $750K | Sell |
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|
2023
Q1 | $730K | Sell |
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|
2022
Q4 | $705K | Buy |
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|
2022
Q3 | $673K | Buy |
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|
2022
Q2 | $667K | Sell |
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|
2022
Q1 | $8.01M | Buy |
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|
2021
Q4 | $8.03M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $210K | Buy |
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