New England Capital Financial Advisors’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 |
-543
| Closed | -$156K | – | 411 |
|
|
2024
Q4 | $156K | Buy |
543
+1
| +0.2% | +$288 | 0.08% | 61 |
|
|
2024
Q3 | $154K | Buy |
542
+2
| +0.4% | +$568 | 0.08% | 58 |
|
|
2024
Q2 | $142K | Hold |
540
| – | – | 0.08% | 58 |
|
|
2024
Q1 | $146K | Buy |
540
+1
| +0.2% | +$271 | 0.08% | 56 |
|
|
2023
Q4 | $136K | Buy |
539
+2
| +0.4% | +$504 | 0.08% | 62 |
|
|
2023
Q3 | $120K | Hold |
537
| – | – | 0.08% | 63 |
|
|
2023
Q2 | $130K | Buy |
537
+1
| +0.2% | +$243 | 0.09% | 60 |
|
|
2023
Q1 | $122K | Buy |
536
+1
| +0.2% | +$227 | 0.09% | 66 |
|
|
2022
Q4 | $122K | Buy |
+535
| New | +$122K | 0.09% | 66 |
|