Presidio Capital Management’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 | $200K | Sell |
700
-124
| -15% | -$35.5K | 0.08% | 63 |
|
|
2025
Q1 | $211K | Buy |
824
+5
| +0.6% | +$1.28K | 0.09% | 60 |
|
|
2024
Q4 | $236K | Sell |
819
-45
| -5% | -$12.9K | 0.13% | 56 |
|
|
2024
Q3 | $245K | Buy |
864
+1
| +0.1% | +$284 | 0.16% | 55 |
|
|
2024
Q2 | $226K | Buy |
863
+1
| +0.1% | +$262 | 0.16% | 49 |
|
|
2024
Q1 | $233K | Buy |
+862
| New | +$233K | 0.17% | 42 |
|
|
2022
Q1 | – | Sell |
-966
| Closed | -$283K | – | 39 |
|
|
2021
Q4 | $283K | Buy |
+966
| New | +$283K | 0.24% | 21 |
|