Wescott Financial Advisory Group’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 | $1.05M | Buy |
3,656
+332
| +10% | +$94.9K | 0.1% | 88 |
|
|
2025
Q1 | $849K | Buy |
3,324
+291
| +10% | +$74.4K | 0.09% | 87 |
|
|
2024
Q4 | $873K | Buy |
3,033
+323
| +12% | +$93K | 0.09% | 91 |
|
|
2024
Q3 | $770K | Buy |
2,710
+346
| +15% | +$98.2K | 0.08% | 93 |
|
|
2024
Q2 | $621K | Buy |
2,364
+673
| +40% | +$177K | 0.07% | 103 |
|
|
2024
Q1 | $458K | Buy |
+1,691
| New | +$458K | 0.06% | 113 |
|