Transform Wealth’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
Q1 | $509K | Sell |
|
|||||
|
2024
Q4 | $587K | Buy |
|
|||||
|
2024
Q3 | $568K | Buy |
|
|||||
|
2024
Q2 | $510K | Buy |
|
|||||
|
2024
Q1 | $519K | Sell |
|
|||||
|
2023
Q4 | $583K | Sell |
|
|||||
|
2023
Q3 | $520K | Sell |
|
|||||
|
2023
Q2 | $578K | Sell |
|
|||||
|
2023
Q1 | $567K | Buy |
|
|||||
|
2022
Q4 | $529K | Sell |
|
|||||
|
2022
Q3 | $592K | Sell |
|
|||||
|
2022
Q2 | $646K | Sell |
|
|||||
|
2022
Q1 | $802K | Buy |
|
|||||
|
2021
Q4 | $899K | Buy |
|
|||||
|
2021
Q3 | $898K | Buy |
|
|||||
|
2021
Q2 | $951K | Buy |
|
|||||
|
2021
Q1 | $636K | Sell |
|
|||||
|
2020
Q4 | $697K | Sell |
|
|||||
|
2020
Q3 | $758K | Buy |
|
|||||
|
2020
Q2 | $706K | Sell |
|
|||||
|
2020
Q1 | $858K | Sell |
|
|||||
|
2019
Q4 | $1.17M | Sell |
|
|||||
|
2019
Q3 | $1.06M | Buy |
|
|||||
|
2019
Q2 | $1.1M | Sell |
|
|||||
|
2019
Q1 | $1.08M | Sell |
|
|||||
|
2018
Q4 | $928K | Buy |
|
|||||
|
2018
Q3 | $1.11M | Buy |
|
|||||
|
2018
Q2 | $1M | Buy |
|
|||||
|
2018
Q1 | $888K | Sell |
|
|||||
|
2017
Q4 | $881K | Sell |
|
|||||
|
2017
Q3 | $855K | Buy |
|
|||||
|
2017
Q2 | – | Sell |
|
|||||
|
2017
Q1 | $759K | Buy |
|
|||||
|
2016
Q4 | $719K | Buy |
|
|||||
|
2016
Q3 | $649K | Sell |
|
|||||
|
2016
Q2 | $625K | Buy |
|