Planning Capital Management Corporation’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
Q3
$442K Buy
1,557
+970
+165% +$275K 0.29% 55
2024
Q2
$154K Buy
587
+284
+94% +$74.5K 0.11% 102
2024
Q1
$82.2K Buy
+303
New +$82.2K 0.06% 150