Univest Financial’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	$494K	Sell	1,729 -5,877	-77%	-$1.68M	0.03%	189
2025 Q1	$1.94M	Sell	7,606 -443	-6%	-$113K	0.13%	117
2024 Q4	$2.32M	Buy	8,049 +5,906	+276%	+$1.7M	0.15%	110
2024 Q3	$609K	Buy	+2,143	New	+$609K	0.04%	185