Capital Advisory Group Advisory Services’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.88M | Sell |
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|
2025
Q1 | $3.63M | Sell |
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|
2024
Q4 | $4.08M | Sell |
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|
2024
Q3 | $4.14M | Buy |
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|
2024
Q2 | $3.66M | Buy |
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|
2024
Q1 | $3.79M | Sell |
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|
2023
Q4 | $3.72M | Sell |
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|
2023
Q3 | $3.27M | Buy |
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|
2023
Q2 | $3.39M | Sell |
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|
2023
Q1 | $3.32M | Buy |
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|
2022
Q4 | $3.03M | Buy |
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|
2022
Q3 | $2.63M | Buy |
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|
2022
Q2 | $2.6M | Sell |
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|
2022
Q1 | $3.08M | Sell |
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|
2021
Q4 | $3.77M | Sell |
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|
2021
Q3 | $4.22M | Buy |
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|
2021
Q2 | $4.31M | Sell |
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|
2021
Q1 | $4.68M | Buy |
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|
2020
Q4 | $3.62M | Sell |
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|
2020
Q3 | $2.78M | Sell |
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|
2020
Q2 | $3.28M | Buy |
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|
2020
Q1 | $2.09M | Sell |
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|
2019
Q4 | $7.45M | Sell |
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|
2019
Q3 | $6.91M | Sell |
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|
2019
Q2 | $7.13M | Buy |
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|
2019
Q1 | $6.23M | Sell |
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|
2018
Q4 | $5.62M | Sell |
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|
2018
Q3 | $9.95M | Buy |
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|
2018
Q2 | $9.12M | Sell |
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|
2018
Q1 | $8.83M | Buy |
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