Legend Financial Advisors’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 | $3.14K | Buy |
+11
| New | +$3.14K | ﹤0.01% | 148 |
|
|
2025
Q1 | – | Sell |
-11
| Closed | -$3.17K | – | 138 |
|
|
2024
Q4 | $3.17K | Hold |
11
| – | – | ﹤0.01% | 181 |
|
|
2024
Q3 | $3.12K | Hold |
11
| – | – | ﹤0.01% | 138 |
|
|
2024
Q2 | $2.89K | Hold |
11
| – | – | ﹤0.01% | 215 |
|
|
2024
Q1 | $2.98K | Sell |
11
-11
| -50% | -$2.98K | ﹤0.01% | 168 |
|
|
2023
Q4 | $5.55K | Sell |
22
-41
| -65% | -$10.3K | ﹤0.01% | 148 |
|
|
2023
Q3 | $14.1K | Hold |
63
| – | – | 0.01% | 112 |
|
|
2023
Q2 | $15.3K | Hold |
63
| – | – | 0.01% | 122 |
|
|
2023
Q1 | $14.3K | Hold |
63
| – | – | 0.01% | 125 |
|
|
2022
Q4 | $13.5K | Hold |
63
| – | – | 0.01% | 143 |
|
|
2022
Q3 | $13K | Buy |
+63
| New | +$13K | 0.01% | 129 |
|