CGC Financial Services’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $58.3K | Hold |
270
| – | – | 0.02% | 117 |
|
2025
Q1 | $53.9K | Hold |
270
| – | – | 0.02% | 110 |
|
2024
Q4 | $59.7K | Hold |
270
| – | – | 0.02% | 100 |
|
2024
Q3 | $59.6K | Hold |
270
| – | – | 0.02% | 97 |
|
2024
Q2 | $54.8K | Hold |
270
| – | – | 0.02% | 97 |
|
2024
Q1 | $56.8K | Hold |
270
| – | – | 0.03% | 97 |
|
2023
Q4 | $54.2K | Buy |
+270
| New | +$54.2K | 0.02% | 105 |
|