Coppell Advisory Solutions’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 |
-328
| Closed | -$94.6K | – | 1106 |
|
|
2024
Q4 | $94.6K | Sell |
328
-112
| -25% | -$32.3K | 0.01% | 429 |
|
|
2024
Q3 | $125K | Sell |
440
-342
| -44% | -$96.9K | 0.02% | 359 |
|
|
2024
Q2 | $205K | Buy |
+782
| New | +$205K | 0.03% | 253 |
|
|
2023
Q4 | $217K | Buy |
861
+312
| +57% | +$78.7K | 0.04% | 256 |
|
|
2023
Q3 | $118K | Sell |
549
-180
| -25% | -$38.6K | 0.04% | 204 |
|
|
2023
Q2 | $176K | Buy |
+729
| New | +$176K | 0.05% | 200 |
|
|
2023
Q1 | – | Sell |
-549
| Closed | -$118K | – | 658 |
|
|
2022
Q4 | $118K | Buy |
+549
| New | +$118K | 0.04% | 207 |
|
|
2020
Q4 | $708K | Buy |
+2,471
| New | +$708K | 0.36% | 78 |
|