WealthPLAN Partners’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 | $735K | Sell |
|
|||||
|
2025
Q2 | $690K | Buy |
|
|||||
|
2025
Q1 | $525K | Buy |
|
|||||
|
2024
Q4 | $577K | Hold |
|
|||||
|
2024
Q3 | $569K | Sell |
|
|||||
|
2024
Q2 | $527K | Buy |
|
|||||
|
2024
Q1 | $542K | Hold |
|
|||||
|
2023
Q4 | $505K | Sell |
|
|||||
|
2023
Q3 | $449K | Buy |
|
|||||
|
2023
Q2 | $486K | Buy |
|
|||||
|
2023
Q1 | $342K | Sell |
|
|||||
|
2022
Q4 | $485K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $328K | Buy |
|
|||||
|
2021
Q3 | $288K | Buy |
|
|||||
|
2021
Q2 | $289K | Hold |
|
|||||
|
2021
Q1 | $286K | Buy |
|
|||||
|
2020
Q4 | $306K | Buy |
|
|||||
|
2020
Q3 | $203K | Buy |
|