Gutierrez Wealth Advisory’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
$378K Sell
1,323
-79
-6% -$22.6K 0.25% 38
2025
Q1
$358K Buy
1,402
+29
+2% +$7.41K 0.29% 30
2024
Q4
$395K Buy
+1,373
New +$395K 0.33% 27