Smith Salley 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
Q3 | $353K | Hold |
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|
2025
Q2 | $316K | Hold |
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|
2025
Q1 | $282K | Hold |
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|
2024
Q4 | $318K | Hold |
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|
2024
Q3 | $314K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $278K | Hold |
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|
2023
Q3 | $247K | Hold |
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|
2023
Q2 | $268K | Hold |
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|
2023
Q1 | $250K | Hold |
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|
2022
Q4 | $237K | Hold |
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|
2022
Q3 | $228K | Hold |
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|
2022
Q2 | $228K | Buy |
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