Capital Asset 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
Q3 | $486K | Buy |
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|
2025
Q2 | $430K | Sell |
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|
2025
Q1 | $471K | Sell |
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|
2024
Q4 | $698K | Sell |
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|
2024
Q3 | $688K | Buy |
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|
2024
Q2 | $585K | Sell |
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|
2024
Q1 | $597K | Buy |
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|
2023
Q4 | $551K | Buy |
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|
2023
Q3 | $474K | Buy |
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|
2023
Q2 | $514K | Sell |
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|
2023
Q1 | $524K | Buy |
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|
2022
Q4 | $489K | Sell |
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|
2022
Q3 | $508K | Sell |
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|
2022
Q2 | $556K | Sell |
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|
2022
Q1 | $772K | Sell |
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|
2021
Q4 | $913K | Buy |
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|
2021
Q3 | $864K | Buy |
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|
2021
Q2 | $883K | Sell |
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|
2021
Q1 | $853K | Buy |
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|
2020
Q4 | $735K | Buy |
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|
2020
Q3 | $517K | Sell |
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|
2020
Q2 | $566K | Sell |
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|
2020
Q1 | $469K | Sell |
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|
2019
Q4 | $961K | Buy |
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|
2019
Q3 | $468K | Sell |
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|
2019
Q2 | $522K | Buy |
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|
2019
Q1 | $508K | Buy |
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|
2018
Q4 | $407K | Buy |
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|
2018
Q3 | $432K | Buy |
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|
2018
Q2 | $242K | Buy |
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