Luts & Greenleigh Group’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 | $2.03M | Buy |
7,088
+1,066
| +18% | +$305K | 1.94% | 8 |
|
|
2025
Q1 | $1.54M | Sell |
6,022
-24
| -0.4% | -$6.13K | 1.53% | 13 |
|
|
2024
Q4 | $1.74M | Buy |
6,046
+62
| +1% | +$17.8K | 1.72% | 10 |
|
|
2024
Q3 | $1.7M | Buy |
5,984
+68
| +1% | +$19.3K | 1.63% | 10 |
|
|
2024
Q2 | $1.55M | Buy |
+5,916
| New | +$1.55M | 1.62% | 11 |
|
|
2023
Q4 | $1.71M | Buy |
6,797
+300
| +5% | +$75.7K | 2.16% | 6 |
|
|
2023
Q3 | $1.46M | Buy |
6,497
+1,830
| +39% | +$410K | 1.81% | 7 |
|
|
2023
Q2 | $1.13M | Buy |
4,667
+277
| +6% | +$67.2K | 1.4% | 15 |
|
|
2023
Q1 | $996K | Sell |
4,390
-1,196
| -21% | -$271K | 1.26% | 15 |
|
|
2022
Q4 | $1.2M | Buy |
+5,586
| New | +$1.2M | 1.52% | 14 |
|