Legacy Trust’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $668K | Sell |
2,338
-585
| -20% | -$167K | 0.16% | 92 |
|
|
2025
Q1 | $747K | Buy |
2,923
+130
| +5% | +$33.2K | 0.18% | 89 |
|
|
2024
Q4 | $804K | Buy |
2,793
+165
| +6% | +$47.5K | 0.19% | 80 |
|
|
2024
Q3 | $746K | Buy |
2,628
+46
| +2% | +$13.1K | 0.17% | 89 |
|
|
2024
Q2 | $678K | Sell |
2,582
-150
| -5% | -$39.4K | 0.17% | 90 |
|
|
2024
Q1 | $740K | Sell |
2,732
-397
| -13% | -$108K | 0.18% | 89 |
|
|
2023
Q4 | $789K | Buy |
3,129
+147
| +5% | +$37.1K | 0.21% | 81 |
|
|
2023
Q3 | $668K | Hold |
2,982
| – | – | 0.19% | 86 |
|
|
2023
Q2 | $724K | Hold |
2,982
| – | – | 0.2% | 85 |
|
|
2023
Q1 | $676K | Buy |
2,982
+146
| +5% | +$33.1K | 0.2% | 86 |
|
|
2022
Q4 | $608K | Buy |
+2,836
| New | +$608K | 0.19% | 87 |
|