Larson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.7M | Sell |
12,948
-1,598
| -11% | -$457K | 0.15% | 134 |
|
|
2025
Q1 | $3.72M | Sell |
14,546
-772
| -5% | -$197K | 0.18% | 110 |
|
|
2024
Q4 | $4.41M | Sell |
15,318
-172
| -1% | -$49.5K | 0.23% | 87 |
|
|
2024
Q3 | $4.4M | Sell |
15,490
-353
| -2% | -$100K | 0.25% | 80 |
|
|
2024
Q2 | $4.16M | Sell |
15,843
-1,570
| -9% | -$412K | 0.28% | 64 |
|
|
2024
Q1 | $4.72M | Sell |
17,413
-101
| -0.6% | -$27.4K | 0.36% | 53 |
|
|
2023
Q4 | $4.42M | Buy |
17,514
+202
| +1% | +$50.9K | 0.39% | 52 |
|
|
2023
Q3 | $3.88M | Sell |
17,312
-630
| -4% | -$141K | 0.38% | 52 |
|
|
2023
Q2 | $4.35M | Sell |
17,942
-325
| -2% | -$78.9K | 0.44% | 47 |
|
|
2023
Q1 | $4.14M | Sell |
18,267
-813
| -4% | -$184K | 0.45% | 43 |
|
|
2022
Q4 | $4.09M | Buy |
+19,080
| New | +$4.09M | 0.49% | 43 |
|
|
2022
Q2 | – | Sell |
-320
| Closed | -$82K | – | 1241 |
|
|
2022
Q1 | $82K | Buy |
320
+307
| +2,362% | +$78.7K | 0.01% | 299 |
|
|
2021
Q4 | $4K | Sell |
13
-8
| -38% | -$2.46K | ﹤0.01% | 856 |
|
|
2021
Q3 | $6K | Buy |
21
+13
| +163% | +$3.71K | ﹤0.01% | 667 |
|
|
2021
Q2 | $2K | Buy |
+8
| New | +$2K | ﹤0.01% | 728 |
|
|
2020
Q4 | – | Sell |
-2
| Closed | – | – | 796 |
|
|
2020
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 779 |
|
|
2020
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 712 |
|
|
2019
Q1 | – | Sell |
-3
| Closed | -$1K | – | 515 |
|
|
2018
Q4 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 419 |
|