Fidelis Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $958K | Sell |
3,282
-104
| -3% | -$30.3K | 0.09% | 179 |
|
|
2025
Q1 | $855K | Sell |
3,386
-3
| -0.1% | -$757 | 0.09% | 175 |
|
|
2024
Q4 | $996K | Buy |
3,389
+1,528
| +82% | +$449K | 0.1% | 168 |
|
|
2024
Q3 | $526K | Buy |
1,861
+446
| +32% | +$126K | 0.06% | 229 |
|
|
2024
Q2 | $363K | Hold |
1,415
| – | – | 0.05% | 249 |
|
|
2024
Q1 | $383K | Buy |
+1,415
| New | +$383K | 0.06% | 245 |
|