Windward Private Wealth Management’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
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $201K | Sell |
|
|||||
|
2024
Q3 | $202K | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $210K | Hold |
|
|||||
|
2023
Q2 | $227K | Hold |
|
|||||
|
2023
Q1 | $212K | Sell |
|
|||||
|
2022
Q4 | $235K | Sell |
|
|||||
|
2022
Q3 | $228K | Hold |
|
|||||
|
2022
Q2 | $228K | Buy |
|
|||||
|
2022
Q1 | $203K | Sell |
|
|||||
|
2021
Q4 | $317K | Buy |
|
|||||
|
2021
Q3 | $285K | Hold |
|
|||||
|
2021
Q2 | $302K | Hold |
|
|||||
|
2021
Q1 | $292K | Sell |
|
|||||
|
2020
Q4 | $325K | Buy |
|