Capital Advisors Inc’s iShares Russell 2000 ETF IWM Stock Holding History

Capital Advisors Inc’s Portfolio IWM Stock Details IWM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$378K	Buy
2025 Q2	$270K	Hold
2025 Q1	$250K	Sell
2024 Q4	$320K	Buy
2024 Q3	$266K	Buy
2024 Q2	$221K	Buy
2022 Q1	–	Sell
2021 Q4	$379K	Buy
2021 Q3	–	Sell
2021 Q2	$478K	Buy