PFS
Prospera Financial Services’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 | $3.58M | Sell |
12,530
-753
| -6% | -$215K | 0.07% | 304 |
|
|
2025
Q1 | $3.39M | Buy |
13,283
+248
| +2% | +$63.4K | 0.08% | 259 |
|
|
2024
Q4 | $3.75M | Buy |
13,035
+2,389
| +22% | +$688K | 0.09% | 247 |
|
|
2024
Q3 | $3.02M | Buy |
10,646
+1,843
| +21% | +$523K | 0.08% | 268 |
|
|
2024
Q2 | $2.31M | Buy |
8,803
+654
| +8% | +$172K | 0.06% | 306 |
|
|
2024
Q1 | $2.21M | Buy |
8,149
+1,226
| +18% | +$332K | 0.07% | 312 |
|
|
2023
Q4 | $1.75M | Sell |
6,923
-266
| -4% | -$67.1K | 0.06% | 338 |
|
|
2023
Q3 | $1.61M | Sell |
7,189
-83
| -1% | -$18.6K | 0.06% | 308 |
|
|
2023
Q2 | $1.77M | Buy |
7,272
+1,901
| +35% | +$462K | 0.07% | 284 |
|
|
2023
Q1 | $1.22M | Buy |
5,371
+1,082
| +25% | +$246K | 0.05% | 368 |
|
|
2022
Q4 | $920K | Buy |
4,289
+286
| +7% | +$61.4K | 0.05% | 372 |
|
|
2022
Q3 | $828K | Sell |
4,003
-54
| -1% | -$11.2K | 0.04% | 402 |
|
|
2022
Q2 | $838K | Buy |
4,057
+62
| +2% | +$12.8K | 0.04% | 404 |
|
|
2022
Q1 | $1.02M | Sell |
3,995
-151
| -4% | -$38.7K | 0.04% | 418 |
|
|
2021
Q4 | $1.22M | Buy |
4,146
+2,012
| +94% | +$590K | 0.05% | 362 |
|
|
2021
Q3 | $627K | Buy |
2,134
+10
| +0.5% | +$2.94K | 0.03% | 475 |
|
|
2021
Q2 | $663K | Buy |
2,124
+144
| +7% | +$44.9K | 0.03% | 456 |
|
|
2021
Q1 | $597K | Sell |
1,980
-76
| -4% | -$22.9K | 0.04% | 446 |
|
|
2020
Q4 | $590K | Buy |
+2,056
| New | +$590K | 0.04% | 390 |
|
|
2020
Q3 | – | Sell |
-2,649
| Closed | -$548K | – | 1657 |
|
|
2020
Q2 | $548K | Sell |
2,649
-94
| -3% | -$19.4K | 0.05% | 336 |
|
|
2020
Q1 | $434K | Sell |
2,743
-24
| -0.9% | -$3.8K | 0.05% | 324 |
|
|
2019
Q4 | $593K | Buy |
2,767
+1,258
| +83% | +$270K | 0.05% | 349 |
|
|
2019
Q3 | $291K | Buy |
+1,509
| New | +$291K | 0.03% | 443 |
|
|
2019
Q1 | – | Sell |
-1,600
| Closed | -$272K | – | 384 |
|
|
2018
Q4 | $272K | Sell |
1,600
-2,031
| -56% | -$345K | 0.05% | 306 |
|
|
2018
Q3 | $748K | Buy |
3,631
+1,101
| +44% | +$227K | 0.14% | 157 |
|
|
2018
Q2 | $525K | Buy |
2,530
+1,309
| +107% | +$272K | 0.07% | 222 |
|
|
2018
Q1 | $233K | Buy |
+1,221
| New | +$233K | 0.03% | 391 |
|