Capital Advisors Inc’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.14M | Buy |
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|
2025
Q2 | $930K | Buy |
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|
2025
Q1 | $785K | Hold |
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|
2024
Q4 | $873K | Hold |
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|
2024
Q3 | $816K | Buy |
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|
2024
Q2 | $633K | Buy |
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|
2024
Q1 | $532K | Buy |
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|
2023
Q4 | $477K | Sell |
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|
2023
Q3 | $451K | Buy |
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|
2023
Q2 | $420K | Sell |
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|
2023
Q1 | $414K | Buy |
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|
2022
Q4 | $327K | Hold |
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|
2022
Q3 | $316K | Hold |
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|
2022
Q2 | $334K | Buy |
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|
2022
Q1 | $403K | Hold |
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|
2021
Q4 | $443K | Sell |
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|
2021
Q3 | $409K | Sell |
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|
2021
Q2 | $483K | Buy |
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|
2021
Q1 | $425K | Hold |
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|
2020
Q4 | $422K | Sell |
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|
2020
Q3 | $382K | Sell |
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|
2020
Q2 | $737K | Sell |
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|
2020
Q1 | $2.79M | Sell |
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|
2019
Q4 | $3.53M | Buy |
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|
2019
Q3 | $3.13M | Hold |
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|
2019
Q2 | $3.13M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $903K | Sell |
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|
2018
Q3 | $6.64M | Sell |
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|
2018
Q2 | $6.67M | Sell |
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|
2018
Q1 | $6.61M | Buy |
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|
2017
Q4 | $6.48M | Buy |
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|
2017
Q3 | $5.94M | Sell |
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|
2017
Q2 | $5.82M | Buy |
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|
2017
Q1 | $4.05M | Buy |
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|
2016
Q4 | $3.7M | Buy |
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