Plancorp LLC’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 | $558K | Sell |
1,953
-3
| -0.2% | -$858 | 0.02% | 210 |
|
|
2025
Q1 | $500K | Sell |
1,956
-77
| -4% | -$19.7K | 0.02% | 207 |
|
|
2024
Q4 | $585K | Buy |
2,033
+77
| +4% | +$22.2K | 0.02% | 174 |
|
|
2024
Q3 | $556K | Sell |
1,956
-14
| -0.7% | -$3.98K | 0.02% | 177 |
|
|
2024
Q2 | $517K | Hold |
1,970
| – | – | 0.02% | 177 |
|
|
2024
Q1 | $534K | Sell |
1,970
-151
| -7% | -$40.9K | 0.02% | 171 |
|
|
2023
Q4 | $535K | Hold |
2,121
| – | – | 0.03% | 154 |
|
|
2023
Q3 | $475K | Buy |
+2,121
| New | +$475K | 0.03% | 154 |
|