Mattern Capital Management’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 |
-858
| Closed | -$247K | – | 164 |
|
2024
Q4 | $247K | Hold |
858
| – | – | 0.03% | 155 |
|
2024
Q3 | $244K | Hold |
858
| – | – | 0.03% | 152 |
|
2024
Q2 | $225K | Hold |
858
| – | – | 0.03% | 156 |
|
2024
Q1 | $232K | Hold |
858
| – | – | 0.03% | 151 |
|
2023
Q4 | $216K | Buy |
+858
| New | +$216K | 0.03% | 133 |
|