Lion Street 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 | $373K | Sell |
1,306
-28
| -2% | -$8K | 0.11% | 188 |
|
|
2025
Q1 | $341K | Sell |
1,334
-114
| -8% | -$29.1K | 0.11% | 188 |
|
|
2024
Q4 | $417K | Buy |
1,448
+18
| +1% | +$5.18K | 0.13% | 154 |
|
|
2024
Q3 | $406K | Hold |
1,430
| – | – | 0.14% | 159 |
|
|
2024
Q2 | $375K | Buy |
1,430
+23
| +2% | +$6.04K | 0.14% | 160 |
|
|
2024
Q1 | $355K | Hold |
1,407
| – | – | 0.14% | 154 |
|
|
2023
Q4 | $355K | Hold |
1,407
| – | – | 0.15% | 154 |
|
|
2023
Q3 | $315K | Buy |
+1,407
| New | +$315K | 0.1% | 171 |
|
|
2023
Q2 | – | Sell |
-1,183
| Closed | -$268K | – | 268 |
|
|
2023
Q1 | $268K | Buy |
+1,183
| New | +$268K | 0.08% | 197 |
|