Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-6
Closed -$1.34K – 273
2023
Q3 		$1.34K Buy
+6
New +$1.44K ﹤0.01% 500

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Legacy Financial Group (Iowa)'s IWO Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2023, closing a stake of 6 shares — an estimated $1.34K sold.

Legacy Financial Group (Iowa) first reported a position in IWO in Q3 2023 and held it in 1 quarter. The position peaked at $1.34K in Q3 2023. 925 funds tracked by Wall St. Rank hold IWO as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 6 iShares Russell 2000 Growth ETF shares in Q4 2023, an estimated $1.34K.
  • Legacy Financial Group (Iowa) first reported a position in iShares Russell 2000 Growth ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s iShares Russell 2000 Growth ETF position peaked at $1.34K in Q3 2023.
  • 925 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.