Hart & Patterson Financial Group’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
2024 Q4	$257K	Sell	892 -62	-6%	-$17.8K	0.12%	65
2024 Q3	$271K	Sell	954 -61	-6%	-$17.3K	0.13%	64
2024 Q2	$266K	Sell	1,015 -81	-7%	-$21.3K	0.13%	57
2024 Q1	$297K	Sell	1,096 -61	-5%	-$16.5K	0.15%	55
2023 Q4	$292K	Buy	+1,157	New	+$292K	0.15%	52