Warner Financial’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
Q3 | $264K | Hold |
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|
2025
Q2 | $236K | Hold |
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|
2025
Q1 | $211K | Sell |
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|
2024
Q4 | $448K | Hold |
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|
2024
Q3 | $442K | Hold |
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|
2024
Q2 | $409K | Hold |
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|
2024
Q1 | $422K | Hold |
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|
2023
Q4 | $393K | Buy |
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|
2023
Q3 | $343K | Hold |
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|
2023
Q2 | $371K | Buy |
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|
2023
Q1 | $347K | Buy |
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|
2022
Q4 | $327K | Buy |
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|
2022
Q3 | $266K | Buy |
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