Capital Directions Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $4.58M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $4.42M | Sell |
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|
2022
Q1 | $5.58M | Sell |
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|
2021
Q4 | $6.42M | Sell |
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|
2021
Q3 | $6.46M | Sell |
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|
2021
Q2 | $6.87M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $6.38M | Sell |
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|
2020
Q3 | $5.07M | Sell |
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|
2020
Q2 | $4.81M | Sell |
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|
2020
Q1 | $4.58M | Buy |
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|
2019
Q4 | $5.87M | Sell |
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|
2019
Q3 | $5.36M | Buy |
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|
2019
Q2 | $5.38M | Sell |
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|
2019
Q1 | $5.3M | Sell |
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|
2018
Q4 | $4.56M | Buy |
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|
2018
Q3 | $1.37M | Sell |
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|
2018
Q2 | $1.3M | Hold |
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|
2018
Q1 | $1.22M | Hold |
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|
2017
Q4 | $1.19M | Hold |
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|
2017
Q3 | $1.14M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $1.18M | Hold |
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|
2016
Q4 | $1.12M | Hold |
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|
2016
Q3 | $1.08M | Hold |
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|
2016
Q2 | $998K | Hold |
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|
2016
Q1 | $965K | Sell |
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|
2015
Q4 | $1.03M | Hold |
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|
2015
Q3 | $995K | Hold |
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|
2015
Q2 | $1.15M | Hold |
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|
2015
Q1 | $1.11M | Hold |
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|
2014
Q4 | $1.07M | Hold |
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|
2014
Q3 | $1.03M | Sell |
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|
2014
Q2 | $1.1M | Hold |
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|
2014
Q1 | $1.08M | Hold |
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|
2013
Q4 | $1.08M | Sell |
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|
2013
Q3 | $1.01M | Sell |
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|
2013
Q2 | $927K | Buy |
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