Flagship Private Wealth’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 | $530K | Sell |
1,854
-624
| -25% | -$178K | 0.23% | 59 |
|
2025
Q1 | $633K | Sell |
2,478
-6,663
| -73% | -$1.7M | 0.3% | 54 |
|
2024
Q4 | $2.63M | Buy |
9,141
+2,261
| +33% | +$651K | 1.27% | 21 |
|
2024
Q3 | $1.95M | Buy |
6,880
+2,343
| +52% | +$665K | 1.01% | 24 |
|
2024
Q2 | $1.19M | Buy |
4,537
+1,116
| +33% | +$293K | 0.71% | 25 |
|
2024
Q1 | $926K | Buy |
+3,421
| New | +$926K | 0.6% | 37 |
|