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
Q3 | $233K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $262K | Buy |
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|
2024
Q4 | $267K | Buy |
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|
2024
Q3 | $206K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $300K | Sell |
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|
2019
Q3 | $279K | Buy |
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|
2019
Q2 | $281K | Sell |
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|
2019
Q1 | $550K | Buy |
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|
2018
Q4 | $235K | Hold |
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|
2018
Q3 | $301K | Hold |
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|
2018
Q2 | $286K | Hold |
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|
2018
Q1 | $270K | Sell |
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|
2017
Q4 | $470K | Buy |
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