Davis Investment Partners’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
Q2
Sell
-800
Closed -$207K 118
2024
Q1
$207K Buy
+800
New +$207K 0.09% 112
2023
Q3
Sell
-800
Closed -$200K 113
2023
Q2
$200K Buy
+800
New +$200K 0.1% 114