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