SWA
Strategies Wealth Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $711K | Sell |
2,486
-290
| -10% | -$82.9K | 0.08% | 77 |
|
|
2025
Q1 | $709K | Buy |
2,776
+1,275
| +85% | +$326K | 0.09% | 71 |
|
|
2024
Q4 | $447K | Buy |
1,501
+4
| +0.3% | +$1.19K | 0.06% | 86 |
|
|
2024
Q3 | $425K | Sell |
1,497
-3
| -0.2% | -$852 | 0.06% | 69 |
|
|
2024
Q2 | $394K | Sell |
1,500
-1,047
| -41% | -$275K | 0.06% | 67 |
|
|
2024
Q1 | $690K | Buy |
+2,547
| New | +$690K | 0.11% | 50 |
|
|
2022
Q1 | – | Sell |
-773
| Closed | -$226K | – | 88 |
|
|
2021
Q4 | $226K | Buy |
+773
| New | +$226K | 0.06% | 76 |
|