Trust Company of the South’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 | $222K | Buy |
+775
| New | +$222K | 0.04% | 119 |
|
2025
Q1 | – | Sell |
-775
| Closed | -$223K | – | 129 |
|
2024
Q4 | $223K | Hold |
775
| – | – | 0.05% | 117 |
|
2024
Q3 | $220K | Hold |
775
| – | – | 0.05% | 123 |
|
2024
Q2 | $203K | Buy |
775
+10
| +1% | +$2.63K | 0.05% | 111 |
|
2024
Q1 | $207K | Buy |
+765
| New | +$207K | 0.05% | 114 |
|