William Howard & Co Financial Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Sell |
958
-22
| -2% | -$6.29K | 0.24% | 44 |
|
|
2025
Q1 | $250K | Sell |
980
-168
| -15% | -$42.9K | 0.23% | 42 |
|
|
2024
Q4 | $330K | Sell |
1,148
-675
| -37% | -$194K | 0.3% | 37 |
|
|
2024
Q3 | $518K | Hold |
1,823
| – | – | 0.44% | 32 |
|
|
2024
Q2 | $479K | Sell |
1,823
-23
| -1% | -$6.04K | 0.44% | 29 |
|
|
2024
Q1 | $500K | Buy |
+1,846
| New | +$500K | 0.47% | 28 |
|