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LWM Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

LWM Advisors’s Portfolio IWO Stock Details IWO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$6.25M Sell
21,860
-290
-1% -$82.9K 6.01% 5
2025
Q1 		$5.8M Buy
22,150
+79
+0.4% +$20.7K 5.96% 5
2024
Q4 		$6.35M Buy
+22,071
New +$6.35M 6.38% 5