Foundation Wealth Management (Missouri)’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 | $5.72M | Buy |
20,000
+3,597
| +22% | +$1.03M | 3.98% | 4 |
|
|
2025
Q1 | $4.19M | Sell |
16,403
-257
| -2% | -$65.7K | 3.28% | 4 |
|
|
2024
Q4 | $4.79M | Sell |
16,660
-820
| -5% | -$236K | 3.72% | 4 |
|
|
2024
Q3 | $4.96M | Sell |
17,480
-249
| -1% | -$70.7K | 3.77% | 4 |
|
|
2024
Q2 | $4.65M | Sell |
17,729
-527
| -3% | -$138K | 3.65% | 4 |
|
|
2024
Q1 | $4.94M | Sell |
18,256
-315
| -2% | -$85.3K | 4.03% | 4 |
|
|
2023
Q4 | $4.68M | Sell |
18,571
-2,327
| -11% | -$587K | 4.19% | 4 |
|
|
2023
Q3 | $4.68M | Buy |
20,898
+2,668
| +15% | +$598K | 4.68% | 3 |
|
|
2023
Q2 | $4.42M | Sell |
18,230
-282
| -2% | -$68.4K | 4.32% | 4 |
|
|
2023
Q1 | $4.2M | Sell |
18,512
-7,893
| -30% | -$1.79M | 4.32% | 4 |
|
|
2022
Q4 | $5.66M | Buy |
+26,405
| New | +$5.66M | 5.75% | 3 |
|