Cape Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6
| Closed | -$1.63K | – | 959 |
|
|
2024
Q1 | $1.63K | Buy |
+6
| New | +$1.63K | ﹤0.01% | 790 |
|
|
2023
Q4 | – | Sell |
-92
| Closed | -$20.6K | – | 1179 |
|
|
2023
Q3 | $20.6K | Hold |
92
| – | – | 0.01% | 436 |
|
|
2023
Q2 | $22.3K | Hold |
92
| – | – | 0.01% | 418 |
|
|
2023
Q1 | $20.9K | Buy |
+92
| New | +$20.9K | 0.01% | 414 |
|