Vaughan David Investments’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Sell |
1,000
-195
| -16% | -$55.8K | 0.01% | 198 |
|
|
2025
Q1 | $305K | Hold |
1,195
| – | – | 0.01% | 180 |
|
|
2024
Q4 | $344K | Hold |
1,195
| – | – | 0.01% | 175 |
|
|
2024
Q3 | $339K | Hold |
1,195
| – | – | 0.01% | 177 |
|
|
2024
Q2 | $314K | Hold |
1,195
| – | – | 0.01% | 177 |
|
|
2024
Q1 | $324K | Sell |
1,195
-25
| -2% | -$6.78K | 0.01% | 182 |
|
|
2023
Q4 | $308K | Buy |
1,220
+192
| +19% | +$48.5K | 0.01% | 172 |
|
|
2023
Q3 | $230K | Buy |
1,028
+28
| +3% | +$6.27K | 0.01% | 183 |
|
|
2023
Q2 | $243K | Hold |
1,000
| – | – | 0.01% | 183 |
|
|
2023
Q1 | $227K | Hold |
1,000
| – | – | 0.01% | 187 |
|
|
2022
Q4 | $215K | Hold |
1,000
| – | – | 0.01% | 191 |
|
|
2022
Q3 | $207K | Hold |
1,000
| – | – | 0.01% | 187 |
|
|
2022
Q2 | $206K | Buy |
+1,000
| New | +$206K | 0.01% | 183 |
|
|
2018
Q2 | – | Sell |
-1,691
| Closed | -$322K | – | 182 |
|
|
2018
Q1 | $322K | Hold |
1,691
| – | – | 0.02% | 158 |
|
|
2017
Q4 | $316K | Buy |
+1,691
| New | +$316K | 0.01% | 154 |
|