LP
LGL Partners’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 | $3.51M | Buy |
12,074
+1,413
| +13% | +$411K | 1.56% | 12 |
|
|
2025
Q1 | $2.72M | Sell |
10,661
-2,391
| -18% | -$611K | 1.31% | 14 |
|
|
2024
Q4 | $3.76M | Buy |
13,052
+39
| +0.3% | +$11.2K | 0.55% | 20 |
|
|
2024
Q3 | $3.7M | Buy |
13,013
+20
| +0.2% | +$5.68K | 0.52% | 20 |
|
|
2024
Q2 | $3.41M | Sell |
12,993
-19
| -0.1% | -$4.99K | 0.5% | 21 |
|
|
2024
Q1 | $3.52M | Buy |
13,012
+1,241
| +11% | +$336K | 0.59% | 20 |
|
|
2023
Q4 | $2.97M | Buy |
11,771
+2,811
| +31% | +$709K | 0.41% | 25 |
|
|
2023
Q3 | $2.01M | Buy |
8,960
+1,795
| +25% | +$402K | 0.35% | 26 |
|
|
2023
Q2 | $1.74M | Buy |
+7,165
| New | +$1.74M | 0.3% | 28 |
|