Capital Investment Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256K | Sell |
894
-10
| -1% | -$2.86K | ﹤0.01% | 605 |
|
|
2025
Q1 | $231K | Sell |
904
-41
| -4% | -$10.5K | ﹤0.01% | 599 |
|
|
2024
Q4 | $272K | Buy |
945
+2
| +0.2% | +$576 | 0.01% | 542 |
|
|
2024
Q3 | $268K | Buy |
943
+43
| +5% | +$12.2K | 0.01% | 545 |
|
|
2024
Q2 | $236K | Sell |
900
-39
| -4% | -$10.2K | 0.01% | 547 |
|
|
2024
Q1 | $254K | Buy |
+939
| New | +$254K | 0.01% | 527 |
|
|
2023
Q2 | – | Sell |
-888
| Closed | -$201K | – | 574 |
|
|
2023
Q1 | $201K | Buy |
+888
| New | +$201K | 0.01% | 524 |
|