LSPW
Lake Street Private Wealth’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Sell |
708
-1,054
| -60% | -$301K | 0.03% | 248 |
|
|
2025
Q1 | $450K | Sell |
1,762
-574
| -25% | -$147K | 0.07% | 161 |
|
|
2024
Q4 | $672K | Sell |
2,336
-1,398
| -37% | -$402K | 0.11% | 125 |
|
|
2024
Q3 | $1.06M | Buy |
3,734
+223
| +6% | +$63.3K | 0.17% | 105 |
|
|
2024
Q2 | $922K | Buy |
3,511
+574
| +20% | +$151K | 0.12% | 152 |
|
|
2024
Q1 | $795K | Sell |
2,937
-12,059
| -80% | -$3.27M | 0.11% | 166 |
|
|
2023
Q4 | $3.78M | Buy |
14,996
+954
| +7% | +$241K | 0.6% | 45 |
|
|
2023
Q3 | $3.17M | Buy |
14,042
+1,335
| +11% | +$301K | 0.57% | 48 |
|
|
2023
Q2 | $3.08M | Buy |
12,707
+1,037
| +9% | +$252K | 0.54% | 53 |
|
|
2023
Q1 | $2.65M | Buy |
11,670
+1,337
| +13% | +$303K | 0.49% | 56 |
|
|
2022
Q4 | $2.22M | Buy |
+10,333
| New | +$2.22M | 0.46% | 63 |
|
|
2022
Q2 | – | Sell |
-1,090
| Closed | -$279K | – | 312 |
|
|
2022
Q1 | $279K | Sell |
1,090
-12,350
| -92% | -$3.16M | 0.05% | 259 |
|
|
2021
Q4 | $3.94M | Buy |
13,440
+431
| +3% | +$126K | 0.69% | 33 |
|
|
2021
Q3 | $3.82M | Buy |
13,009
+441
| +4% | +$129K | 0.93% | 28 |
|
|
2021
Q2 | $3.95M | Sell |
12,568
-1,269
| -9% | -$399K | 1% | 25 |
|
|
2021
Q1 | $4.16M | Buy |
13,837
+476
| +4% | +$143K | 1.15% | 24 |
|
|
2020
Q4 | $3.83M | Sell |
13,361
-60
| -0.4% | -$17.2K | 1.11% | 25 |
|
|
2020
Q3 | $2.97M | Buy |
13,421
+215
| +2% | +$47.6K | 1% | 31 |
|
|
2020
Q2 | $2.73M | Sell |
13,206
-818
| -6% | -$169K | 1.01% | 31 |
|
|
2020
Q1 | $2.22M | Buy |
14,024
+779
| +6% | +$123K | 1.01% | 35 |
|
|
2019
Q4 | $2.84M | Buy |
13,245
+133
| +1% | +$28.5K | 1.09% | 25 |
|
|
2019
Q3 | $2.53M | Sell |
13,112
-1,886
| -13% | -$363K | 1.15% | 25 |
|
|
2019
Q2 | $3.01M | Sell |
14,998
-197
| -1% | -$39.6K | 1.78% | 12 |
|
|
2019
Q1 | $2.99M | Buy |
+15,195
| New | +$2.99M | 2.05% | 9 |
|