WealthShield 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 | $161K | Hold |
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|
2025
Q2 | $144K | Sell |
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|
2025
Q1 | $136K | Sell |
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|
2024
Q4 | $153K | Hold |
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|
2024
Q3 | $151K | Hold |
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|
2024
Q2 | $140K | Hold |
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|
2024
Q1 | $144K | Sell |
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|
2023
Q4 | $143K | Sell |
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|
2023
Q3 | $1.97M | Buy |
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|
2023
Q2 | $1.94M | Buy |
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|
2023
Q1 | $1.65M | Buy |
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|
2022
Q4 | $1.41M | Buy |
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|
2022
Q3 | $1.23M | Buy |
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|
2022
Q2 | $907K | Buy |
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|
2022
Q1 | $440K | Sell |
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|
2021
Q4 | $610K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $36K | Sell |
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|
2021
Q1 | $155K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $10K | Hold |
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|
2020
Q2 | $10K | Hold |
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|
2020
Q1 | $7K | Sell |
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|
2019
Q4 | $28K | Hold |
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|
2019
Q3 | $25K | Hold |
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|
2019
Q2 | $26K | Sell |
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|
2019
Q1 | $27K | Sell |
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|
2018
Q4 | $33K | Hold |
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|
2018
Q3 | $42K | Hold |
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|
2018
Q2 | $40K | Hold |
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|
2018
Q1 | $37K | Hold |
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|
2017
Q4 | $37K | Buy |
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