Capital Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.22M | Buy |
4,911
+1,429
| +41% | +$369K | 0.02% | 310 |
|
|
2025
Q4 | $857K | Buy |
3,482
+457
| +15% | +$112K | 0.01% | 368 |
|
|
2025
Q3 | $732K | Buy |
3,025
+115
| +4% | +$26.4K | 0.01% | 399 |
|
|
2025
Q2 | $628K | Sell |
2,910
-684
| -19% | -$138K | 0.01% | 418 |
|
|
2025
Q1 | $717K | Sell |
3,594
-636
| -15% | -$138K | 0.01% | 376 |
|
|
2024
Q4 | $935K | Sell |
4,230
-78
| -2% | -$17.8K | 0.02% | 318 |
|
|
2024
Q3 | $952K | Buy |
4,308
+367
| +9% | +$78.5K | 0.02% | 305 |
|
|
2024
Q2 | $800K | Buy |
3,941
+176
| +5% | +$35.6K | 0.02% | 320 |
|
|
2024
Q1 | $792K | Buy |
3,765
+368
| +11% | +$73.4K | 0.02% | 322 |
|
|
2023
Q4 | $682K | Buy |
3,397
+575
| +20% | +$103K | 0.02% | 329 |
|
|
2023
Q3 | $499K | Buy |
2,822
+27
| +1% | +$5.07K | 0.01% | 359 |
|
|
2023
Q2 | $523K | Buy |
2,795
+78
| +3% | +$13.9K | 0.02% | 335 |
|
|
2023
Q1 | $485K | Sell |
2,717
-782
| -22% | -$144K | 0.01% | 354 |
|
|
2022
Q4 | $610K | Buy |
3,499
+1,477
| +73% | +$263K | 0.02% | 326 |
|
|
2022
Q3 | $333K | Buy |
2,022
+138
| +7% | +$25.2K | 0.01% | 394 |
|
|
2022
Q2 | $319K | Sell |
1,884
-456
| -19% | -$84.1K | 0.01% | 413 |
|
|
2022
Q1 | $480K | Buy |
2,340
+9
| +0.4% | +$1.84K | 0.01% | 364 |
|
|
2021
Q4 | $518K | Buy |
2,331
+56
| +2% | +$12.7K | 0.02% | 363 |
|
|
2021
Q3 | $498K | Buy |
2,275
+8
| +0.4% | +$1.77K | 0.02% | 364 |
|
|
2021
Q2 | $520K | Buy |
2,267
+71
| +3% | +$16K | 0.02% | 359 |
|
|
2021
Q1 | $485K | Buy |
2,196
+262
| +14% | +$57.2K | 0.02% | 352 |
|
|
2020
Q4 | $379K | Buy |
1,934
+337
| +21% | +$59K | 0.02% | 377 |
|
|
2020
Q3 | $239K | Buy |
1,597
+143
| +10% | +$21.5K | 0.01% | 433 |
|
|
2020
Q2 | $208K | Buy |
+1,454
| New | +$191K | 0.01% | 455 |
|
|
2020
Q1 | – | Sell |
-1,797
| Closed | -$298K | – | 495 |
|
|
2019
Q4 | $298K | Sell |
1,797
-92
| -5% | -$14.5K | 0.01% | 408 |
|
|
2019
Q3 | $286K | Sell |
1,889
-148
| -7% | -$22.6K | 0.02% | 398 |
|
|
2019
Q2 | $317K | Buy |
2,037
+200
| +11% | +$30.8K | 0.02% | 369 |
|
|
2019
Q1 | $281K | Buy |
1,837
+55
| +3% | +$8.27K | 0.02% | 386 |
|
|
2018
Q4 | $239K | Buy |
1,782
+203
| +13% | +$30.3K | 0.02% | 405 |
|
|
2018
Q3 | $266K | Sell |
1,579
-110
| -7% | -$18.6K | 0.02% | 414 |
|
|
2018
Q2 | $277K | Sell |
1,689
-54
| -3% | -$8.64K | 0.02% | 401 |
|
|
2018
Q1 | $265K | Sell |
1,743
-10
| -0.6% | -$1.54K | 0.02% | 406 |
|
|
2017
Q4 | $267K | Buy |
+1,753
| New | +$263K | 0.02% | 403 |
|
|
2014
Q2 | – | Sell |
-1,827
| Closed | -$213K | – | 393 |
|
|
2014
Q1 | $213K | Sell |
1,827
-419
| -19% | -$48.3K | 0.03% | 354 |
|
|
2013
Q4 | $259K | Buy |
+2,246
| New | +$248K | 0.03% | 315 |
|
Other funds holding IWM
Capital Investment Advisors's IWM Position: Q1 2026 in Review
Capital Investment Advisors increased its iShares Russell 2000 ETF (IWM) stake by 41% in Q1 2026, buying an estimated $369K and bringing the position to 4,911 shares worth $1.22M. The position accounts for 0.02% of the portfolio, ranked #310.
Capital Investment Advisors first reported a position in IWM in Q4 2013 and has held it in 35 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- Capital Investment Advisors held 4,911 shares of iShares Russell 2000 ETF worth $1.22M as of Q1 2026.
- Capital Investment Advisors bought 1,429 iShares Russell 2000 ETF shares in Q1 2026, an estimated $369K.
- iShares Russell 2000 ETF made up 0.02% of Capital Investment Advisors's portfolio in Q1 2026, its #310 holding.
- Capital Investment Advisors first reported a position in iShares Russell 2000 ETF in Q4 2013 and has held it in 35 quarters since.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.