Capital Advisors Inc’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Hold |
1,251
| – | – | ﹤0.01% | 272 |
|
|
2025
Q1 | $250K | Sell |
1,251
-197
| -14% | -$39.3K | 0.01% | 280 |
|
|
2024
Q4 | $320K | Buy |
1,448
+242
| +20% | +$53.5K | 0.01% | 242 |
|
|
2024
Q3 | $266K | Buy |
1,206
+118
| +11% | +$26.1K | 0.01% | 260 |
|
|
2024
Q2 | $221K | Buy |
+1,088
| New | +$221K | ﹤0.01% | 286 |
|
|
2022
Q1 | – | Sell |
-1,702
| Closed | -$379K | – | 269 |
|
|
2021
Q4 | $379K | Buy |
+1,702
| New | +$379K | 0.01% | 192 |
|
|
2021
Q3 | – | Sell |
-2,084
| Closed | -$478K | – | 237 |
|
|
2021
Q2 | $478K | Buy |
+2,084
| New | +$478K | 0.01% | 168 |
|