Trek Financial’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
Q1
Sell
-1,523
Closed -$438K 417
2024
Q4
$438K Buy
+1,523
New +$438K 0.03% 265