Spire 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
$1.2M Buy
2025
Q2
$979K Buy
2025
Q1
$705K Sell
2024
Q4
$893K Buy
2024
Q3
$309K Buy
2024
Q2
$282K Sell
2024
Q1
$1.39M Sell
2023
Q4
$1.3M Buy
2023
Q3
$1.01M Buy
2023
Q2
$1.09M Sell
2023
Q1
$1.14M Sell
2022
Q4
$1.16M Sell
2022
Q3
$1.15M Buy
2022
Q2
$353K Sell
2022
Q1
$479K Sell
2021
Q4
$1.72M Buy
2021
Q3
$1.7M Buy
2021
Q2
$1.75M Sell
2021
Q1
$1.71M Buy