Summit Wealth Partners’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 | $504K | Hold |
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|
2025
Q1 | $450K | Hold |
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|
2024
Q4 | $507K | Sell |
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|
2024
Q3 | $510K | Hold |
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|
2024
Q2 | $472K | Hold |
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|
2024
Q1 | $486K | Hold |
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|
2023
Q4 | $453K | Hold |
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|
2023
Q3 | $403K | Hold |
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|
2023
Q2 | $436K | Hold |
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|
2023
Q1 | $407K | Hold |
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|
2022
Q4 | $385K | Sell |
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|
2022
Q3 | $372K | Buy |
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|
2022
Q2 | $371K | Hold |
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|
2022
Q1 | $459K | Hold |
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|
2021
Q4 | $526K | Sell |
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|
2021
Q3 | $564K | Hold |
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|
2021
Q2 | $599K | Hold |
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|
2021
Q1 | $578K | Sell |
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|
2020
Q4 | $552K | Hold |
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|
2020
Q3 | $427K | Hold |
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|
2020
Q2 | $398K | Hold |
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|
2020
Q1 | $305K | Buy |
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