Spinnaker Trust’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 | $276K | Hold |
965
| – | – | 0.02% | 256 |
|
|
2025
Q1 | $247K | Hold |
965
| – | – | 0.02% | 256 |
|
|
2024
Q4 | $278K | Hold |
965
| – | – | 0.02% | 247 |
|
|
2024
Q3 | $274K | Buy |
+965
| New | +$274K | 0.02% | 252 |
|
|
2013
Q4 | – | Sell |
-1,795
| Closed | -$226K | – | 165 |
|
|
2013
Q3 | $226K | Hold |
1,795
| – | – | 0.04% | 145 |
|
|
2013
Q2 | $200K | Buy |
+1,795
| New | +$200K | 0.04% | 142 |
|