Falcon Wealth Planning’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 | $336K | Sell |
1,175
-75
| -6% | -$21.4K | 0.03% | 130 |
|
|
2025
Q1 | $319K | Buy |
1,250
+205
| +20% | +$52.4K | 0.04% | 131 |
|
|
2024
Q4 | $301K | Buy |
1,045
+112
| +12% | +$32.2K | 0.03% | 133 |
|
|
2024
Q3 | $265K | Sell |
933
-80
| -8% | -$22.7K | 0.03% | 131 |
|
|
2024
Q2 | $266K | Hold |
1,013
| – | – | 0.03% | 117 |
|
|
2024
Q1 | $274K | Sell |
1,013
-66
| -6% | -$17.9K | 0.04% | 116 |
|
|
2023
Q4 | $272K | Buy |
1,079
+31
| +3% | +$7.82K | 0.05% | 105 |
|
|
2023
Q3 | $235K | Buy |
1,048
+19
| +2% | +$4.26K | 0.05% | 99 |
|
|
2023
Q2 | $250K | Hold |
1,029
| – | – | 0.06% | 90 |
|
|
2023
Q1 | $233K | Buy |
1,029
+9
| +0.9% | +$2.04K | 0.06% | 89 |
|
|
2022
Q4 | $219K | Sell |
1,020
-825
| -45% | -$177K | 0.06% | 87 |
|
|
2022
Q3 | $381K | Buy |
+1,845
| New | +$381K | 0.13% | 57 |
|