West Branch Capital’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 | $25.1K | Hold |
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|
2025
Q1 | $22.5K | Sell |
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|
2024
Q4 | $42.8K | Hold |
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|
2024
Q3 | $42.2K | Buy |
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|
2024
Q2 | $39K | Hold |
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|
2024
Q1 | $40.2K | Sell |
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|
2023
Q4 | $56.7K | Buy |
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|
2023
Q3 | $50.3K | Hold |
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|
2023
Q2 | $54.5K | Hold |
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|
2023
Q1 | $50.9K | Sell |
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|
2022
Q4 | $49.5K | Hold |
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|
2022
Q3 | $48K | Sell |
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|
2022
Q2 | $49K | Sell |
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|
2022
Q1 | $83K | Sell |
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|
2021
Q4 | $165K | Buy |
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|
2021
Q3 | $165K | Hold |
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|
2021
Q2 | $175K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $204K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $288K | Buy |
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|
2019
Q3 | $258K | Sell |
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|
2019
Q2 | $312K | Sell |
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|
2019
Q1 | $335K | Buy |
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|
2018
Q4 | $286K | Buy |
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|
2018
Q3 | $366K | Sell |
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|
2018
Q2 | $352K | Buy |
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