Legacy Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$262K Buy
2024
Q4
$267K Buy
2024
Q3
$206K Buy
2020
Q1
Sell
2019
Q4
$300K Sell
2019
Q3
$279K Buy
2019
Q2
$281K Sell
2019
Q1
$550K Buy
2018
Q4
$235K Hold
2018
Q3
$301K Hold
2018
Q2
$286K Hold
2018
Q1
$270K Sell
2017
Q4
$470K Buy