Stillwater Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-773
| Closed | -$209K | – | 58 |
|
|
2024
Q1 | $209K | Buy |
+773
| New | +$209K | 0.03% | 69 |
|
|
2023
Q4 | – | Sell |
-1,001
| Closed | -$224K | – | 72 |
|
|
2023
Q3 | $224K | Hold |
1,001
| – | – | 0.04% | 64 |
|
|
2023
Q2 | $243K | Hold |
1,001
| – | – | 0.04% | 63 |
|
|
2023
Q1 | $227K | Buy |
+1,001
| New | +$227K | 0.04% | 67 |
|
|
2014
Q3 | – | Sell |
-3,400
| Closed | -$471K | – | 72 |
|
|
2014
Q2 | $471K | Buy |
+3,400
| New | +$471K | 0.16% | 57 |
|