SGL Investment Advisors’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
$1.6M Buy
5,540
+422
+8% +$122K 0.76% 35
2025
Q1
$1.34M Buy
5,118
+1,205
+31% +$316K 0.69% 36
2024
Q4
$1.14M Buy
3,913
+124
+3% +$36.2K 0.58% 37
2024
Q3
$1.14M Buy
+3,789
New +$1.14M 0.58% 42