LA
Legacy Advisors’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 | – | Sell |
-1,027
| Closed | -$262K | – | 208 |
|
|
2025
Q1 | $262K | Buy |
1,027
+100
| +11% | +$25.6K | 0.03% | 355 |
|
|
2024
Q4 | $267K | Buy |
927
+200
| +28% | +$57.6K | 0.03% | 331 |
|
|
2024
Q3 | $206K | Buy |
+727
| New | +$206K | 0.02% | 363 |
|
|
2020
Q1 | – | Sell |
-1,399
| Closed | -$300K | – | 119 |
|
|
2019
Q4 | $300K | Sell |
1,399
-50
| -3% | -$10.7K | 0.19% | 103 |
|
|
2019
Q3 | $279K | Buy |
1,449
+50
| +4% | +$9.63K | 0.21% | 87 |
|
|
2019
Q2 | $281K | Sell |
1,399
-1,399
| -50% | -$281K | 0.19% | 89 |
|
|
2019
Q1 | $550K | Buy |
2,798
+1,399
| +100% | +$275K | 0.18% | 98 |
|
|
2018
Q4 | $235K | Hold |
1,399
| – | – | 0.18% | 103 |
|
|
2018
Q3 | $301K | Hold |
1,399
| – | – | 0.15% | 115 |
|
|
2018
Q2 | $286K | Hold |
1,399
| – | – | 0.21% | 75 |
|
|
2018
Q1 | $270K | Sell |
1,399
-1,123
| -45% | -$217K | 0.2% | 69 |
|
|
2017
Q4 | $470K | Buy |
+2,522
| New | +$470K | 0.46% | 35 |
|