The Family Firm’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 | – | Sell |
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|
2025
Q1 | $366K | Buy |
|
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|
2024
Q4 | $411K | Buy |
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|
2024
Q3 | $404K | Buy |
|
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|
2024
Q2 | $373K | Buy |
|
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|
2024
Q1 | $382K | Buy |
|
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|
2023
Q4 | $355K | Buy |
|
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|
2023
Q3 | $314K | Sell |
|
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|
2023
Q2 | $401K | Buy |
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|
2023
Q1 | $375K | Buy |
|
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|
2022
Q4 | $354K | Sell |
|
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|
2022
Q3 | $343K | Buy |
|
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|
2022
Q2 | $303K | Buy |
|
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|
2022
Q1 | $375K | Buy |
|
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|
2021
Q4 | $376K | Sell |
|
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|
2021
Q3 | $462K | Buy |
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|
2021
Q2 | $474K | Buy |
|