LMG Wealth Partners’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 | $12.8M | Sell |
44,672
-139
| -0.3% | -$39.7K | 2.62% | 7 |
|
|
2025
Q1 | $11.5M | Sell |
44,811
-117
| -0.3% | -$29.9K | 2.55% | 9 |
|
|
2024
Q4 | $12.9M | Sell |
44,928
-2
| -0% | -$576 | 2.82% | 6 |
|
|
2024
Q3 | $12.8M | Sell |
44,930
-206
| -0.5% | -$58.5K | 2.92% | 6 |
|
|
2024
Q2 | $11.8M | Buy |
45,136
+135
| +0.3% | +$35.4K | 2.95% | 6 |
|
|
2024
Q1 | $12.2M | Sell |
45,001
-65
| -0.1% | -$17.6K | 3.07% | 5 |
|
|
2023
Q4 | $11.4M | Buy |
45,066
+39
| +0.1% | +$9.84K | 3.16% | 5 |
|
|
2023
Q3 | $10.1M | Buy |
45,027
+385
| +0.9% | +$86.3K | 3.08% | 5 |
|
|
2023
Q2 | $10.8M | Buy |
44,642
+359
| +0.8% | +$87.1K | 3.31% | 5 |
|
|
2023
Q1 | $10M | Buy |
44,283
+680
| +2% | +$154K | 3.24% | 4 |
|
|
2022
Q4 | $10.1M | Buy |
+43,603
| New | +$10.1M | 3.32% | 4 |
|