Capital Fund Management (CFM)’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
Q4 | – | Sell |
-10,883
| Closed | -$3.09M | – | 956 |
|
|
2024
Q3 | $3.09M | Sell |
10,883
-1,000
| -8% | -$284K | 0.01% | 437 |
|
|
2024
Q2 | $3.12M | Sell |
11,883
-1,200
| -9% | -$315K | 0.01% | 407 |
|
|
2024
Q1 | $3.54M | Sell |
13,083
-12,900
| -50% | -$3.49M | 0.01% | 379 |
|
|
2023
Q4 | $6.55M | Buy |
+25,983
| New | +$6.55M | 0.02% | 296 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 973 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 989 |
|
|
2018
Q3 | – | Sell |
-8,649
| Closed | -$1.77M | – | 1028 |
|
|
2018
Q2 | $1.77M | Buy |
+8,649
| New | +$1.77M | 0.01% | 498 |
|
|
2018
Q1 | – | Sell |
-1,112
| Closed | -$208K | – | 1035 |
|
|
2017
Q4 | $208K | Buy |
+1,112
| New | +$208K | ﹤0.01% | 813 |
|
|
2017
Q3 | – | Sell |
-6,922
| Closed | -$1.17M | – | 932 |
|
|
2017
Q2 | $1.17M | Sell |
6,922
-25,800
| -79% | -$4.35M | 0.01% | 479 |
|
|
2017
Q1 | $5.29M | Sell |
32,722
-11,260
| -26% | -$1.82M | 0.04% | 259 |
|
|
2016
Q4 | $6.77M | Buy |
+43,982
| New | +$6.77M | 0.06% | 223 |
|