Capital Analysts LLC’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
Q3 | $676K | Sell |
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|
2025
Q2 | $606K | Buy |
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|
2025
Q1 | $506K | Buy |
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|
2024
Q4 | $267K | Buy |
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|
2024
Q3 | $173K | Buy |
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|
2024
Q2 | $158K | Buy |
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|
2024
Q1 | $104K | Buy |
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|
2023
Q4 | $99K | Sell |
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|
2023
Q3 | $113K | Sell |
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|
2023
Q2 | $122K | Sell |
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|
2023
Q1 | $138K | Buy |
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|
2022
Q4 | $70K | Buy |
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|
2022
Q3 | $35K | Buy |
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|
2022
Q2 | $31K | Sell |
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|
2022
Q1 | $42K | Hold |
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|
2021
Q4 | $46K | Sell |
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|
2021
Q3 | $50K | Hold |
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|
2021
Q2 | $52K | Buy |
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|
2021
Q1 | $50K | Buy |
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|
2020
Q4 | $19K | Sell |
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|
2020
Q3 | $344K | Buy |
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|
2020
Q2 | $20K | Hold |
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|
2020
Q1 | $16K | Sell |
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|
2019
Q4 | $94K | Buy |
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|
2019
Q3 | $59K | Buy |
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|
2019
Q2 | $58K | Sell |
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|
2019
Q1 | $102K | Sell |
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|
2018
Q4 | $478K | Buy |
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|
2018
Q3 | $94K | Sell |
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|
2018
Q2 | $106K | Hold |
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|
2018
Q1 | $98K | Buy |
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|
2017
Q4 | $94K | Hold |
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|
2017
Q3 | $91K | Sell |
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|
2017
Q2 | $103K | Buy |
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|
2017
Q1 | $84.8K | Hold |
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|
2016
Q4 | $83K | Buy |
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|
2016
Q3 | $64.2K | Hold |
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|
2016
Q2 | $59.4K | Hold |
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|
2016
Q1 | $57.2K | Sell |
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|
2015
Q4 | $5.42M | Buy |
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|
2015
Q3 | $5.17M | Buy |
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|
2015
Q2 | $5.6M | Sell |
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|
2015
Q1 | $5.66M | Sell |
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|
2014
Q4 | $5.49M | Buy |
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|
2014
Q3 | $4.26M | Buy |
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|
2014
Q2 | $4.51M | Buy |
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|
2014
Q1 | $4.06M | Sell |
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|
2013
Q4 | $4.35M | Buy |
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|
2013
Q3 | $3.97M | Buy |
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|
2013
Q2 | $3.57M | Buy |
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