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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.97M Sell
2025
Q1
$5.44M Sell
2024
Q4
$6.27M Buy
2024
Q3
$1.59M Sell
2024
Q2
$1.48M Sell
2024
Q1
$4.22M Buy