Steel Grove Capital Advisors’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
Q2 | $1.78M | Sell |
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|
2025
Q1 | $1.6M | Sell |
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|
2024
Q4 | $1.91M | Sell |
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|
2024
Q3 | $2.45M | Sell |
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|
2024
Q2 | $2.3M | Sell |
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|
2024
Q1 | $2.96M | Sell |
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|
2023
Q4 | $3.31M | Sell |
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|
2023
Q3 | $3.79M | Sell |
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|
2023
Q2 | $5.82M | Sell |
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|
2023
Q1 | $6.27M | Sell |
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|
2022
Q4 | $6.39M | Buy |
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|
2022
Q3 | $2.78M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $266K | Hold |
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|
2018
Q3 | $342K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $266K | Hold |
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|
2013
Q4 | $265K | Hold |
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|
2013
Q3 | $246K | Buy |
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