Steward Partners Investment Advisory’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 | $14.1M | Buy |
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|
2025
Q2 | $12.6M | Buy |
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|
2025
Q1 | $8.99M | Sell |
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|
2024
Q4 | $15.2M | Buy |
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|
2024
Q3 | $10.2M | Buy |
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|
2024
Q2 | $9.21M | Buy |
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|
2024
Q1 | $9.14M | Sell |
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|
2023
Q4 | $8.57M | Buy |
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|
2023
Q3 | $6.75M | Buy |
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|
2023
Q2 | $6.99M | Sell |
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|
2023
Q1 | $6.55M | Buy |
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|
2022
Q4 | $4.88M | Buy |
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|
2022
Q3 | $4.49M | Buy |
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|
2022
Q2 | $4.37M | Buy |
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|
2022
Q1 | $4.09M | Sell |
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|
2021
Q4 | $7.11M | Buy |
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|
2021
Q3 | $6.44M | Sell |
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|
2021
Q2 | $8.47M | Sell |
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|
2021
Q1 | $10.1M | Buy |
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|
2020
Q4 | $7.32M | Sell |
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|
2020
Q3 | $6.51M | Buy |
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|
2020
Q2 | $6.05M | Buy |
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|
2020
Q1 | $3.76M | Sell |
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|
2019
Q4 | $5.36M | Buy |
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|
2019
Q3 | $4.59M | Buy |
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|
2019
Q2 | $3.4M | Buy |
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|
2019
Q1 | $2.03M | Sell |
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|
2018
Q4 | $1.91M | Sell |
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|
2018
Q3 | $2.5M | Buy |
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|
2018
Q2 | $2.23M | Buy |
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|
2018
Q1 | $2.04M | Buy |
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|
2017
Q4 | $1.7M | Buy |
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|
2017
Q3 | $213K | Sell |
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|
2017
Q2 | $217K | Hold |
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|
2017
Q1 | $208K | Buy |
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