Smith Salley Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $316K | Hold |
1,104
| – | – | 0.02% | 214 |
|
|
2025
Q1 | $282K | Hold |
1,104
| – | – | 0.02% | 209 |
|
|
2024
Q4 | $318K | Hold |
1,104
| – | – | 0.02% | 204 |
|
|
2024
Q3 | $314K | Buy |
+1,104
| New | +$314K | 0.02% | 204 |
|
|
2024
Q1 | – | Sell |
-1,104
| Closed | -$278K | – | 241 |
|
|
2023
Q4 | $278K | Hold |
1,104
| – | – | 0.02% | 220 |
|
|
2023
Q3 | $247K | Hold |
1,104
| – | – | 0.02% | 215 |
|
|
2023
Q2 | $268K | Hold |
1,104
| – | – | 0.02% | 206 |
|
|
2023
Q1 | $250K | Hold |
1,104
| – | – | 0.02% | 207 |
|
|
2022
Q4 | $237K | Hold |
1,104
| – | – | 0.02% | 205 |
|
|
2022
Q3 | $228K | Hold |
1,104
| – | – | 0.02% | 198 |
|
|
2022
Q2 | $228K | Buy |
+1,104
| New | +$228K | 0.02% | 206 |
|