Stegner Investment Associates’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 | – | Sell |
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|
2025
Q1 | $396K | Hold |
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|
2024
Q4 | $446K | Sell |
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|
2024
Q3 | $459K | Hold |
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|
2024
Q2 | $424K | Hold |
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|
2024
Q1 | $437K | Sell |
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|
2023
Q4 | $453K | Hold |
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|
2023
Q3 | $403K | Hold |
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|
2023
Q2 | $436K | Sell |
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|
2023
Q1 | $416K | Buy |
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|
2022
Q4 | $384K | Buy |
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|
2022
Q3 | $357K | Hold |
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|
2022
Q2 | $346K | Sell |
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|
2022
Q1 | $518K | Sell |
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|
2021
Q4 | $854K | Hold |
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|
2021
Q3 | $855K | Sell |
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|
2021
Q2 | $969K | Sell |
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|
2021
Q1 | $1.24M | Sell |
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|
2020
Q4 | $1.55M | Hold |
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|
2020
Q3 | $1.2M | Buy |
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