SAM
Smithbridge Asset 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 | $645K | Hold |
2,257
| – | – | 0.11% | 95 |
|
|
2025
Q1 | $577K | Buy |
+2,257
| New | +$577K | 0.11% | 100 |
|
|
2024
Q3 | $641K | Buy |
2,257
+1,126
| +100% | +$320K | 0.11% | 111 |
|
|
2024
Q2 | $297K | Hold |
1,131
| – | – | 0.06% | 124 |
|
|
2024
Q1 | $306K | Hold |
1,131
| – | – | 0.06% | 123 |
|
|
2023
Q4 | $285K | Hold |
1,131
| – | – | 0.06% | 126 |
|
|
2023
Q3 | $254K | Hold |
1,131
| – | – | 0.06% | 130 |
|
|
2023
Q2 | $274K | Hold |
1,131
| – | – | 0.06% | 127 |
|
|
2023
Q1 | $257K | Hold |
1,131
| – | – | 0.06% | 125 |
|
|
2022
Q4 | $243K | Buy |
+1,131
| New | +$243K | 0.06% | 127 |
|