IW
Instrumental Wealth’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.39M | Buy |
108,762
+2,417
| +2% | +$97.5K | 3.49% | 9 |
|
|
2025
Q1 | $3.8M | Buy |
106,345
+11,402
| +12% | +$408K | 3.45% | 9 |
|
|
2024
Q4 | $3.9M | Buy |
94,943
+14,979
| +19% | +$615K | 3.69% | 8 |
|
|
2024
Q3 | $3.73M | Buy |
79,964
+2,332
| +3% | +$109K | 3.64% | 8 |
|
|
2024
Q2 | $3.62M | Buy |
77,632
+12,556
| +19% | +$586K | 3.74% | 8 |
|
|
2024
Q1 | $3M | Buy |
65,076
+67
| +0.1% | +$3.09K | 1.31% | 10 |
|
|
2023
Q4 | $3.04M | Buy |
65,009
+1,396
| +2% | +$65.2K | 3.28% | 10 |
|
|
2023
Q3 | $2.63M | Buy |
63,613
+3,507
| +6% | +$145K | 3.07% | 10 |
|
|
2023
Q2 | $2.5M | Buy |
60,106
+1,831
| +3% | +$76.3K | 3.01% | 10 |
|
|
2023
Q1 | $2.1M | Buy |
+58,275
| New | +$2.1M | 2.78% | 12 |
|