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Capital One Financial’s iShares Russell 2000 ETF IWM Stock Holding History

Capital One Financial’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,020
Closed -$227K – 141
2021
Q4 		$227K Sell
1,020
-426
-29% -$96.3K 0.03% 173
2021
Q3 		$316K Sell
1,446
-578
-29% -$128K 0.04% 151
2021
Q2 		$464K Sell
2,024
-92
-4% -$20.7K 0.06% 129
2021
Q1 		$468K Sell
2,116
-1,551
-42% -$339K 0.06% 118
2020
Q4 		$719K Sell
3,667
-4,018
-52% -$703K 0.1% 91
2020
Q3 		$1.15M Sell
7,685
-11,658
-60% -$1.75M 0.15% 82
2020
Q2 		$2.77M Sell
19,343
-5,642
-23% -$740K 0.37% 46
2020
Q1 		$2.86M Buy
+24,985
New +$3.73M 0.46% 45

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