Strategic Wealth Partners’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	$1.08M	Buy	+3,788	New	+$1.08M	0.09%	150
2021 Q1	–	Sell	-14,209	Closed	-$4.07M	–	195
2020 Q4	$4.07M	Sell	14,209 -325	-2%	-$93.2K	1.71%	11
2020 Q3	$3.22M	Buy	+14,534	New	+$3.22M	1.63%	12