Surevest’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Surevest’s Portfolio IWO Stock Details IWO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$254K	Sell
2022 Q2	$264K	Buy
2022 Q1	$302K	Hold
2021 Q4	$346K	Hold
2021 Q3	$346K	Hold
2021 Q2	$368K	Hold
2021 Q1	$355K	Hold
2020 Q4	$338K	Hold
2020 Q3	$261K	Hold
2020 Q2	$244K	Buy