Lane & Associates’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
Q1 | $2.06M | Buy |
8,049
+444
| +6% | +$113K | 1.11% | 27 |
|
2024
Q4 | $2.26M | Buy |
7,605
+296
| +4% | +$87.9K | 1.17% | 24 |
|
2024
Q3 | $2.08M | Buy |
7,309
+526
| +8% | +$149K | 1.13% | 25 |
|
2024
Q2 | $1.78M | Buy |
6,783
+2,774
| +69% | +$728K | 1.05% | 25 |
|
2024
Q1 | $1.09M | Buy |
4,009
+1,336
| +50% | +$362K | 0.68% | 34 |
|
2023
Q4 | $674K | Buy |
2,673
+378
| +16% | +$95.4K | 0.49% | 45 |
|
2023
Q3 | $514K | Buy |
+2,295
| New | +$514K | 0.41% | 51 |
|