Cora Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-953
| Closed | -$200K | – | 98 |
|
|
2024
Q1 | $200K | Buy |
+953
| New | +$200K | 0.11% | 90 |
|
|
2023
Q3 | – | Sell |
-1,327
| Closed | -$249K | – | 93 |
|
|
2023
Q2 | $249K | Buy |
1,327
+84
| +7% | +$15.7K | 0.17% | 77 |
|
|
2023
Q1 | $222K | Sell |
1,243
-440
| -26% | -$78.5K | 0.17% | 83 |
|
|
2022
Q4 | $293K | Buy |
+1,683
| New | +$293K | 0.2% | 57 |
|