Somerset Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Somerset Group’s Portfolio IWO Stock Details IWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.01M	Hold
2025 Q1	$1.8M	Hold
2024 Q4	$2.03M	Hold
2024 Q3	$2M	Hold
2024 Q2	$1.85M	Hold
2024 Q1	$1.91M	Sell
2023 Q4	$2.32M	Buy
2023 Q3	$2.06M	Sell
2023 Q2	$2.49M	Sell
2023 Q1	$2.36M	Hold
2022 Q4	$2.23M	Sell
2022 Q3	$2.25M	Hold
2022 Q2	$2.25M	Sell
2022 Q1	$2.82M	Hold
2021 Q4	$3.23M	Sell
2021 Q3	$3.37M	Sell
2021 Q2	$3.61M	Hold
2021 Q1	$3.48M	Sell
2020 Q4	$3.38M	Sell
2020 Q3	$2.63M	Hold
2020 Q2	$2.45M	Sell
2020 Q1	$1.89M	Sell
2019 Q4	$2.57M	Sell
2019 Q3	$2.37M	Hold
2019 Q2	$2.47M	Hold
2019 Q1	$2.42M	Buy
2018 Q4	$2.05M	Buy
2018 Q3	$2.61M	Buy
2018 Q2	$2.46M	Buy
2018 Q1	$2.27M	Sell
2017 Q4	$2.27M	Hold
2017 Q3	$2.17M	Hold
2017 Q2	$2.05M	Sell
2017 Q1	$2.06M	Hold
2016 Q4	$1.96M	Buy
2016 Q3	$1.27M	Hold
2016 Q2	$1.17M	Sell
2016 Q1	$1.15M	Hold
2015 Q4	$1.21M	Hold
2015 Q3	$1.16M	Sell
2015 Q2	$1.38M	Hold
2015 Q1	$1.35M	Sell
2014 Q4	$1.28M	Hold
2014 Q3	$1.17M	Hold
2014 Q2	$1.25M	Hold
2014 Q1	$1.22M	Sell
2013 Q4	$2.26M	Buy