Cardinal Strategic Wealth Guidance’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-150
| Closed | -$43.2K | – | 71 |
|
|
2024
Q4 | $43.2K | Hold |
150
| – | – | 0.01% | 68 |
|
|
2024
Q3 | $42.6K | Hold |
150
| – | – | 0.01% | 56 |
|
|
2024
Q2 | $39.4K | Hold |
150
| – | – | 0.01% | 65 |
|
|
2024
Q1 | $40.6K | Sell |
150
-59
| -28% | -$16K | 0.02% | 54 |
|
|
2023
Q4 | $52.7K | Hold |
209
| – | – | 0.02% | 66 |
|
|
2023
Q3 | $46.8K | Hold |
209
| – | – | 0.02% | 69 |
|
|
2023
Q2 | $50.7K | Hold |
209
| – | – | 0.02% | 67 |
|
|
2023
Q1 | $47.4K | Hold |
209
| – | – | 0.02% | 67 |
|
|
2022
Q4 | $44.8K | Hold |
209
| – | – | 0.02% | 75 |
|
|
2022
Q3 | $43K | Hold |
209
| – | – | 0.02% | 67 |
|
|
2022
Q2 | $43K | Hold |
209
| – | – | 0.02% | 72 |
|
|
2022
Q1 | $53K | Buy |
+209
| New | +$53K | 0.02% | 78 |
|