LIA
LS Investment Advisors’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 | $708K | Hold |
2,475
| – | – | 0.1% | 94 |
|
2025
Q1 | $632K | Hold |
2,475
| – | – | 0.1% | 97 |
|
2024
Q4 | $712K | Hold |
2,475
| – | – | 0.1% | 95 |
|
2024
Q3 | $703K | Hold |
2,475
| – | – | 0.1% | 94 |
|
2024
Q2 | $650K | Hold |
2,475
| – | – | 0.1% | 96 |
|
2024
Q1 | $670K | Hold |
2,475
| – | – | 0.11% | 96 |
|
2023
Q4 | $624K | Hold |
2,475
| – | – | 0.11% | 93 |
|
2023
Q3 | $555K | Hold |
2,475
| – | – | 0.1% | 91 |
|
2023
Q2 | $601K | Sell |
2,475
-12
| -0.5% | -$2.91K | 0.11% | 90 |
|
2023
Q1 | $564K | Sell |
2,487
-1,138
| -31% | -$258K | 0.1% | 89 |
|
2022
Q4 | $778K | Hold |
3,625
| – | – | 0.15% | 75 |
|
2022
Q3 | $749K | Hold |
3,625
| – | – | 0.15% | 72 |
|
2022
Q2 | $748K | Sell |
3,625
-185
| -5% | -$38.2K | 0.14% | 75 |
|
2022
Q1 | $974K | Buy |
3,810
+495
| +15% | +$127K | 0.15% | 71 |
|
2021
Q4 | $971K | Buy |
3,315
+740
| +29% | +$217K | 0.15% | 71 |
|
2021
Q3 | $756K | Hold |
2,575
| – | – | 0.1% | 89 |
|
2021
Q2 | $803K | Hold |
2,575
| – | – | 0.1% | 89 |
|
2021
Q1 | $774K | Sell |
2,575
-44
| -2% | -$13.2K | 0.04% | 269 |
|
2020
Q4 | $751K | Buy |
2,619
+44
| +2% | +$12.6K | 0.04% | 319 |
|
2020
Q3 | $570K | Hold |
2,575
| – | – | 0.03% | 351 |
|
2020
Q2 | $533K | Hold |
2,575
| – | – | 0.03% | 354 |
|
2020
Q1 | $407K | Sell |
2,575
-500
| -16% | -$79K | 0.03% | 380 |
|
2019
Q4 | $659K | Hold |
3,075
| – | – | 0.04% | 401 |
|
2019
Q3 | $593K | Hold |
3,075
| – | – | 0.03% | 399 |
|
2019
Q2 | $618K | Hold |
3,075
| – | – | 0.04% | 399 |
|
2019
Q1 | $605K | Hold |
3,075
| – | – | 0.04% | 394 |
|
2018
Q4 | $517K | Hold |
3,075
| – | – | 0.04% | 396 |
|
2018
Q3 | $661K | Hold |
3,075
| – | – | 0.04% | 401 |
|
2018
Q2 | $628K | Hold |
3,075
| – | – | 0.04% | 415 |
|
2018
Q1 | $586K | Hold |
3,075
| – | – | 0.03% | 438 |
|
2017
Q4 | $574K | Hold |
3,075
| – | – | 0.03% | 443 |
|
2017
Q3 | $550K | Hold |
3,075
| – | – | 0.03% | 465 |
|
2017
Q2 | $519K | Hold |
3,075
| – | – | 0.03% | 476 |
|
2017
Q1 | $497K | Sell |
3,075
-300
| -9% | -$48.5K | 0.03% | 454 |
|
2016
Q4 | $520K | Hold |
3,375
| – | – | 0.04% | 392 |
|
2016
Q3 | $503K | Hold |
3,375
| – | – | 0.04% | 389 |
|
2016
Q2 | $463K | Hold |
3,375
| – | – | 0.03% | 441 |
|
2016
Q1 | $448K | Buy |
3,375
+75
| +2% | +$9.96K | 0.03% | 432 |
|
2015
Q4 | $460K | Buy |
3,300
+100
| +3% | +$13.9K | 0.04% | 409 |
|
2015
Q3 | $429K | Hold |
3,200
| – | – | 0.03% | 429 |
|
2015
Q2 | $495K | Hold |
3,200
| – | – | 0.04% | 375 |
|
2015
Q1 | $485K | Hold |
3,200
| – | – | 0.04% | 373 |
|
2014
Q4 | $456K | Hold |
3,200
| – | – | 0.04% | 373 |
|
2014
Q3 | $415K | Hold |
3,200
| – | – | 0.04% | 353 |
|
2014
Q2 | $443K | Buy |
3,200
+500
| +19% | +$69.2K | 0.04% | 326 |
|
2014
Q1 | $367K | Hold |
2,700
| – | – | 0.03% | 388 |
|
2013
Q4 | $366K | Hold |
2,700
| – | – | 0.03% | 273 |
|
2013
Q3 | $340K | Hold |
2,700
| – | – | 0.04% | 207 |
|
2013
Q2 | $301K | Buy |
+2,700
| New | +$301K | 0.04% | 207 |
|