Topel & Distasi Wealth Management’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 | $216K | Buy |
+756
| New | +$216K | 0.11% | 60 |
|
|
2025
Q1 | – | Sell |
-756
| Closed | -$217K | – | 76 |
|
|
2024
Q4 | $217K | Sell |
756
-164
| -18% | -$47.2K | 0.09% | 75 |
|
|
2024
Q3 | $261K | Buy |
920
+1
| +0.1% | +$284 | 0.11% | 70 |
|
|
2024
Q2 | $241K | Buy |
+919
| New | +$241K | 0.11% | 71 |
|
|
2022
Q1 | – | Sell |
-716
| Closed | -$210K | – | 75 |
|
|
2021
Q4 | $210K | Buy |
+716
| New | +$210K | 0.09% | 74 |
|