CD
Chapin Davis’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $470K | Hold |
1,645
| – | – | 0.13% | 143 |
|
|
2025
Q1 | $420K | Sell |
1,645
-40
| -2% | -$10.2K | 0.14% | 135 |
|
|
2024
Q4 | $479K | Hold |
1,685
| – | – | 0.16% | 130 |
|
|
2024
Q3 | $479K | Hold |
1,685
| – | – | 0.16% | 131 |
|
|
2024
Q2 | $442K | Hold |
1,685
| – | – | 0.15% | 136 |
|
|
2024
Q1 | $456K | Hold |
1,685
| – | – | 0.17% | 137 |
|
|
2023
Q4 | $425K | Hold |
1,685
| – | – | 0.18% | 128 |
|
|
2023
Q3 | $378K | Hold |
1,685
| – | – | 0.18% | 127 |
|
|
2023
Q2 | $409K | Hold |
1,685
| – | – | 0.19% | 128 |
|
|
2023
Q1 | $382K | Hold |
1,685
| – | – | 0.2% | 128 |
|
|
2022
Q4 | $361K | Buy |
+1,685
| New | +$361K | 0.21% | 122 |
|