Premier Path 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 | $637K | Sell |
2,228
-61
| -3% | -$17.4K | 0.09% | 223 |
|
|
2025
Q1 | $585K | Sell |
2,289
-37
| -2% | -$9.46K | 0.09% | 218 |
|
|
2024
Q4 | $669K | Sell |
2,326
-1
| -0% | -$288 | 0.1% | 195 |
|
|
2024
Q3 | $661K | Sell |
2,327
-30
| -1% | -$8.52K | 0.1% | 200 |
|
|
2024
Q2 | $619K | Buy |
+2,357
| New | +$619K | 0.11% | 192 |
|
|
2024
Q1 | – | Sell |
-2,751
| Closed | -$694K | – | 356 |
|
|
2023
Q4 | $694K | Buy |
+2,751
| New | +$694K | 0.15% | 151 |
|