Cape Investment Advisory’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $80.1K | Buy |
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|
2025
Q1 | $60.1K | Buy |
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|
2024
Q4 | $60.8K | Buy |
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|
2024
Q3 | $53.3K | Buy |
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|
2024
Q2 | $45.7K | Sell |
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|
2024
Q1 | $141K | Sell |
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|
2023
Q4 | $166K | Buy |
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|
2023
Q3 | $63.4K | Sell |
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|
2023
Q2 | $127K | Buy |
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|
2023
Q1 | $109K | Buy |
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