Cape Investment Advisory’s iShares Russell 2000 ETF IWM Stock Holding History

Cape Investment Advisory’s Portfolio IWM Stock Details IWM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$80.1K	Buy
2025 Q1	$60.1K	Buy
2024 Q4	$60.8K	Buy
2024 Q3	$53.3K	Buy
2024 Q2	$45.7K	Sell
2024 Q1	$141K	Sell
2023 Q4	$166K	Buy
2023 Q3	$63.4K	Sell
2023 Q2	$127K	Buy
2023 Q1	$109K	Buy