Willner & Heller’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  | $465K | Buy | 
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| 
        
          
      
        2025
         Q2  | $415K | Buy | 
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| 
        
          
      
        2025
         Q1  | $371K | Buy | 
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| 
        
          
      
        2024
         Q4  | $417K | Buy | 
         | 
    |||||
| 
        
          
      
        2024
         Q3  | $410K | Buy | 
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| 
        
          
      
        2024
         Q2  | $378K | Buy | 
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| 
        
          
      
        2024
         Q1  | $389K | Buy | 
         | 
    |||||
| 
        
          
      
        2023
         Q4  | $362K | Buy | 
         | 
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| 
        
          
      
        2022
         Q4  | $302K | Buy | 
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| 
        
          
      
        2022
         Q3  | $290K | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q2  | $287K | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q1  | $406K | Buy | 
         | 
    |||||
| 
        
          
      
        2021
         Q4  | $407K | Buy | 
         |