PWA
Primoris Wealth Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Sell |
6,901
-14,397
| -68% | -$4.12M | 1.35% | 27 |
|
|
2025
Q1 | $5.44M | Sell |
21,298
-486
| -2% | -$124K | 4.21% | 3 |
|
|
2024
Q4 | $6.27M | Buy |
21,784
+16,169
| +288% | +$4.65M | 4.77% | 3 |
|
|
2024
Q3 | $1.59M | Sell |
5,615
-37
| -0.7% | -$10.5K | 1.16% | 31 |
|
|
2024
Q2 | $1.48M | Sell |
5,652
-9,933
| -64% | -$2.61M | 1.18% | 27 |
|
|
2024
Q1 | $4.22M | Buy |
+15,585
| New | +$4.22M | 3.38% | 7 |
|