Capital Advisors Ltd’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $159K | Hold |
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|
2025
Q2 | $142K | Sell |
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|
2025
Q1 | $205K | Sell |
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|
2024
Q4 | $260K | Hold |
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|
2024
Q3 | $256K | Hold |
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|
2024
Q2 | $237K | Sell |
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|
2024
Q1 | $293K | Sell |
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|
2023
Q4 | $296K | Sell |
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|
2023
Q3 | $299K | Hold |
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|
2023
Q2 | $324K | Hold |
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|
2023
Q1 | $303K | Hold |
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|
2022
Q4 | $287K | Hold |
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|
2022
Q3 | $276K | Sell |
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|
2022
Q2 | $288K | Hold |
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|
2022
Q1 | $357K | Hold |
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|
2021
Q4 | $410K | Buy |
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|
2021
Q3 | $284K | Sell |
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|
2021
Q2 | $436K | Hold |
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|
2021
Q1 | $420K | Hold |
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|
2020
Q4 | $401K | Hold |
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|
2020
Q3 | $310K | Sell |
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|
2020
Q2 | $274K | Sell |
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|
2020
Q1 | $268K | Buy |
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|
2019
Q4 | $350K | Sell |
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|
2019
Q3 | $364K | Buy |
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|
2019
Q2 | $444K | Buy |
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|
2019
Q1 | $398K | Sell |
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|
2018
Q4 | $353K | Hold |
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|
2018
Q3 | $451K | Buy |
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|
2018
Q2 | $314K | Hold |
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|
2018
Q1 | $293K | Hold |
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|
2017
Q4 | $287K | Hold |
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|
2017
Q3 | $275K | Hold |
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|
2017
Q2 | $260K | Hold |
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|
2017
Q1 | $249K | Hold |
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|
2016
Q4 | $237K | Hold |
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|
2016
Q3 | $229K | Buy |
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|
2016
Q2 | $197K | Hold |
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|
2016
Q1 | $191K | Hold |
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|
2015
Q4 | $200K | Hold |
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|
2015
Q3 | $193K | Hold |
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|
2015
Q2 | $222K | Hold |
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|
2015
Q1 | $218K | Hold |
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|
2014
Q4 | $205K | Buy |
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|
2014
Q3 | $186K | Sell |
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|
2014
Q2 | $199K | Hold |
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|
2014
Q1 | $196K | Hold |
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|
2013
Q4 | $195K | Buy |
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