LWL
Leo Wealth LLC’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 | $263K | Buy |
+920
| New | +$263K | 0.02% | 330 |
|
|
2025
Q1 | – | Sell |
-918
| Closed | -$264K | – | 324 |
|
|
2024
Q4 | $264K | Buy |
918
+3
| +0.3% | +$863 | 0.02% | 303 |
|
|
2024
Q3 | $260K | Sell |
915
-549
| -38% | -$156K | 0.02% | 300 |
|
|
2024
Q2 | $384K | Buy |
1,464
+551
| +60% | +$145K | 0.04% | 244 |
|
|
2024
Q1 | $247K | Sell |
913
-245
| -21% | -$66.2K | 0.03% | 292 |
|
|
2023
Q4 | $296K | Buy |
+1,158
| New | +$296K | 0.03% | 260 |
|