Capital Analysts LLC’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
Q2 | $663K | Sell |
|
|||||
|
2025
Q1 | $726K | Buy |
|
|||||
|
2024
Q4 | $791K | Buy |
|
|||||
|
2024
Q3 | $779K | Hold |
|
|||||
|
2024
Q2 | $720K | Buy |
|
|||||
|
2024
Q1 | $742K | Buy |
|
|||||
|
2023
Q4 | $689K | Buy |
|
|||||
|
2023
Q3 | $566K | Sell |
|
|||||
|
2023
Q2 | $614K | Buy |
|
|||||
|
2023
Q1 | $521K | Sell |
|
|||||
|
2022
Q4 | $508K | Sell |
|
|||||
|
2022
Q3 | $546K | Buy |
|
|||||
|
2022
Q2 | $487K | Sell |
|
|||||
|
2022
Q1 | $658K | Buy |
|
|||||
|
2021
Q4 | $720K | Sell |
|
|||||
|
2021
Q3 | $729K | Sell |
|
|||||
|
2021
Q2 | $810K | Buy |
|
|||||
|
2021
Q1 | $773K | Sell |
|
|||||
|
2020
Q4 | $787K | Sell |
|
|||||
|
2020
Q3 | $610K | Buy |
|
|||||
|
2020
Q2 | $470K | Buy |
|
|||||
|
2020
Q1 | $22K | Sell |
|
|||||
|
2019
Q4 | $93K | Buy |
|
|||||
|
2019
Q3 | $40K | Sell |
|
|||||
|
2019
Q2 | $63K | Sell |
|
|||||
|
2019
Q1 | $65K | Buy |
|
|||||
|
2018
Q4 | $51K | Sell |
|
|||||
|
2018
Q3 | $76K | Sell |
|
|||||
|
2018
Q2 | $300K | Buy |
|
|||||
|
2018
Q1 | $45K | Buy |
|
|||||
|
2017
Q4 | $24K | Hold |
|
|||||
|
2017
Q3 | $23K | Sell |
|
|||||
|
2017
Q2 | $29K | Sell |
|
|||||
|
2017
Q1 | $88.9K | Sell |
|
|||||
|
2016
Q4 | $566K | Hold |
|
|||||
|
2016
Q3 | $548K | Sell |
|
|||||
|
2016
Q2 | $546K | Buy |
|
|||||
|
2016
Q1 | $515K | Buy |
|
|||||
|
2015
Q4 | $486K | Buy |
|
|||||
|
2015
Q3 | $451K | Buy |
|
|||||
|
2015
Q2 | $396K | Buy |
|
|||||
|
2015
Q1 | $372K | Buy |
|
|||||
|
2014
Q4 | $243K | Buy |
|
|||||
|
2014
Q3 | $123K | Hold |
|
|||||
|
2014
Q2 | $131K | Buy |
|
|||||
|
2014
Q1 | $81.6K | Buy |
|
|||||
|
2013
Q4 | $54.2K | Buy |
|