Waycross Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,632
| Closed | -$984K | – | 56 |
|
|
2024
Q1 | $984K | Sell |
3,632
-96
| -3% | -$26K | 0.92% | 28 |
|
|
2023
Q4 | $940K | Sell |
3,728
-95
| -2% | -$24K | 1.03% | 30 |
|
|
2023
Q3 | $857K | Hold |
3,823
| – | – | 0.99% | 27 |
|
|
2023
Q2 | $928K | Sell |
3,823
-20
| -0.5% | -$4.85K | 0.97% | 29 |
|
|
2023
Q1 | $872K | Sell |
3,843
-36
| -0.9% | -$8.17K | 0.87% | 33 |
|
|
2022
Q4 | $832K | Buy |
+3,879
| New | +$832K | 0.84% | 34 |
|