LB
Legacy Bridge’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 | $2.06M | Sell |
7,203
-3
| -0% | -$858 | 0.98% | 27 |
|
|
2025
Q1 | $1.84M | Buy |
7,206
+1,201
| +20% | +$307K | 1.03% | 29 |
|
|
2024
Q4 | $1.73M | Buy |
6,005
+40
| +0.7% | +$11.5K | 0.9% | 31 |
|
|
2024
Q3 | $1.69M | Hold |
5,965
| – | – | 0.91% | 36 |
|
|
2024
Q2 | $1.57M | Buy |
5,965
+65
| +1% | +$17.1K | 0.92% | 36 |
|
|
2024
Q1 | $1.6M | Buy |
5,900
+1,066
| +22% | +$289K | 0.93% | 35 |
|
|
2023
Q4 | $1.22M | Buy |
4,834
+146
| +3% | +$36.8K | 0.79% | 56 |
|
|
2023
Q3 | $1.05M | Hold |
4,688
| – | – | 0.75% | 56 |
|
|
2023
Q2 | $1.14M | Sell |
4,688
-250
| -5% | -$60.7K | 0.76% | 52 |
|
|
2023
Q1 | $1.12M | Hold |
4,938
| – | – | 0.78% | 54 |
|
|
2022
Q4 | $1.06M | Hold |
4,938
| – | – | 0.75% | 55 |
|
|
2022
Q3 | $1.02M | Sell |
4,938
-50
| -1% | -$10.3K | 0.81% | 54 |
|
|
2022
Q2 | $1.03M | Sell |
4,988
-625
| -11% | -$129K | 0.76% | 53 |
|
|
2022
Q1 | $1.44M | Hold |
5,613
| – | – | 0.84% | 39 |
|
|
2021
Q4 | $1.65M | Hold |
5,613
| – | – | 0.86% | 36 |
|
|
2021
Q3 | $1.65M | Sell |
5,613
-10
| -0.2% | -$2.94K | 0.95% | 24 |
|
|
2021
Q2 | $1.75M | Sell |
5,623
-860
| -13% | -$268K | 0.99% | 20 |
|
|
2021
Q1 | $1.95M | Buy |
6,483
+250
| +4% | +$75.2K | 1.26% | 10 |
|
|
2020
Q4 | $1.79M | Hold |
6,233
| – | – | 1.3% | 11 |
|
|
2020
Q3 | $1.38M | Buy |
6,233
+101
| +2% | +$22.4K | 1.26% | 13 |
|
|
2020
Q2 | $1.27M | Hold |
6,132
| – | – | 1.4% | 7 |
|
|
2020
Q1 | $970K | Sell |
6,132
-2,565
| -29% | -$406K | 1.22% | 12 |
|
|
2019
Q4 | $1.86M | Hold |
8,697
| – | – | 1.55% | 3 |
|
|
2019
Q3 | $1.68M | Buy |
8,697
+182
| +2% | +$35.1K | 1.6% | 5 |
|
|
2019
Q2 | $1.71M | Hold |
8,515
| – | – | 1.65% | 5 |
|
|
2019
Q1 | $1.68M | Hold |
8,515
| – | – | 1.73% | 3 |
|
|
2018
Q4 | $1.43M | Buy |
+8,515
| New | +$1.43M | 1.77% | 4 |
|