EFG
Erickson Financial Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.6M | Sell |
26,599
-8,532
| -24% | -$2.44M | 5.14% | 5 |
|
|
2025
Q1 | $8.98M | Sell |
35,131
-70
| -0.2% | -$17.9K | 6.7% | 5 |
|
|
2024
Q4 | $10.1M | Sell |
35,201
-5
| -0% | -$1.44K | 7.21% | 5 |
|
|
2024
Q3 | $10M | Sell |
35,206
-1,032
| -3% | -$293K | 7.16% | 5 |
|
|
2024
Q2 | $9.51M | Buy |
36,238
+9
| +0% | +$2.36K | 7.25% | 5 |
|
|
2024
Q1 | $9.81M | Sell |
36,229
-403
| -1% | -$109K | 7.69% | 5 |
|
|
2023
Q4 | $9.24M | Buy |
36,632
+619
| +2% | +$156K | 7.68% | 5 |
|
|
2023
Q3 | $8.07M | Buy |
36,013
+920
| +3% | +$206K | 7.55% | 5 |
|
|
2023
Q2 | $8.52M | Buy |
35,093
+1,286
| +4% | +$312K | 7.73% | 5 |
|
|
2023
Q1 | $7.67M | Buy |
33,807
+210
| +0.6% | +$47.6K | 7.61% | 5 |
|
|
2022
Q4 | $7.21M | Buy |
33,597
+13,348
| +66% | +$2.86M | 7.8% | 5 |
|
|
2022
Q3 | $4.18M | Buy |
20,249
+386
| +2% | +$79.7K | 4.65% | 7 |
|
|
2022
Q2 | $4.1M | Buy |
19,863
+394
| +2% | +$81.3K | 4.39% | 7 |
|
|
2022
Q1 | $4.98M | Buy |
19,469
+5,104
| +36% | +$1.31M | 4.48% | 7 |
|
|
2021
Q4 | $4.21M | Buy |
+14,365
| New | +$4.21M | 3.63% | 10 |
|