Waverly Advisors’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
Q2 | $10.8M | Sell |
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|
2025
Q1 | $10.6M | Buy |
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|
2024
Q4 | $7.68M | Buy |
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|
2024
Q3 | $3.55M | Sell |
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|
2024
Q2 | $3.4M | Sell |
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|
2024
Q1 | $3.57M | Buy |
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|
2023
Q4 | $1.21M | Sell |
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|
2023
Q3 | $1.16M | Sell |
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|
2023
Q2 | $1.27M | Buy |
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|
2023
Q1 | $1.15M | Sell |
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|
2022
Q4 | $1.37M | Buy |
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|
2022
Q3 | $1.02M | Buy |
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|
2022
Q2 | $281K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $225K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $101K | Buy |
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|
2015
Q2 | $95K | Sell |
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|
2015
Q1 | $98K | Buy |
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|
2014
Q4 | $92K | Buy |
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|
2014
Q3 | $83K | Buy |
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|
2014
Q2 | $76K | Sell |
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|
2014
Q1 | $77K | Sell |
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|
2013
Q4 | $127K | Buy |
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|
2013
Q3 | $98K | Buy |
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