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Holistic Planning’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Holistic Planning’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$323K Buy
1,128
+171
+18% +$48.9K 0.09% 166
2025
Q1 		$245K Hold
957
– – 0.08% 158
2024
Q4 		$275K Buy
+957
New +$275K 0.1% 139