Carmichael Hill & Associates’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
Q3 | $117K | Buy |
411
+154
| +60% | +$43.7K | 0.04% | 220 |
|
|
2024
Q2 | $67.5K | Buy |
257
+42
| +20% | +$11K | 0.03% | 256 |
|
|
2024
Q1 | $58.2K | Hold |
215
| – | – | 0.02% | 279 |
|
|
2023
Q4 | $54.2K | Hold |
215
| – | – | 0.02% | 281 |
|
|
2023
Q3 | $48.2K | Hold |
215
| – | – | 0.02% | 285 |
|
|
2023
Q2 | $52.2K | Hold |
215
| – | – | 0.02% | 279 |
|
|
2023
Q1 | $48.8K | Hold |
215
| – | – | 0.02% | 288 |
|
|
2022
Q4 | $46.1K | Hold |
215
| – | – | 0.02% | 293 |
|
|
2022
Q3 | $44K | Hold |
215
| – | – | 0.02% | 287 |
|
|
2022
Q2 | $44K | Hold |
215
| – | – | 0.02% | 294 |
|
|
2022
Q1 | $55K | Hold |
215
| – | – | 0.03% | 281 |
|
|
2021
Q4 | $63K | Hold |
215
| – | – | 0.03% | 255 |
|
|
2021
Q3 | $63K | Hold |
215
| – | – | 0.03% | 243 |
|
|
2021
Q2 | $67K | Hold |
215
| – | – | 0.03% | 243 |
|
|
2021
Q1 | $65K | Hold |
215
| – | – | 0.04% | 240 |
|
|
2020
Q4 | $62K | Hold |
215
| – | – | 0.04% | 232 |
|
|
2020
Q3 | $48K | Buy |
215
+40
| +23% | +$8.93K | 0.03% | 243 |
|
|
2020
Q2 | $36K | Hold |
175
| – | – | 0.03% | 272 |
|
|
2020
Q1 | $28K | Sell |
175
-108
| -38% | -$17.3K | 0.02% | 288 |
|
|
2019
Q4 | $61K | Buy |
+283
| New | +$61K | 0.04% | 222 |
|