Capital Investment 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 | $6.97M | Sell |
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|
2025
Q2 | $6.83M | Sell |
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|
2025
Q1 | $6.68M | Buy |
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|
2024
Q4 | $2.46M | Sell |
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|
2024
Q3 | $2.53M | Sell |
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|
2024
Q2 | $2.61M | Sell |
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|
2024
Q1 | $6.92M | Sell |
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|
2023
Q4 | $17.7M | Buy |
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|
2023
Q3 | $860K | Sell |
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|
2023
Q2 | $976K | Sell |
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|
2023
Q1 | $935K | Buy |
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|
2022
Q4 | $738K | Buy |
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|
2022
Q3 | $654K | Sell |
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|
2022
Q2 | $726K | Buy |
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|
2022
Q1 | $801K | Sell |
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|
2021
Q4 | $1.15M | Sell |
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|
2021
Q3 | $1.16M | Buy |
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|
2021
Q2 | $881K | Hold |
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|
2021
Q1 | $849K | Sell |
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|
2020
Q4 | $801K | Buy |
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|
2020
Q3 | $389K | Buy |
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|
2020
Q2 | $367K | Sell |
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|
2020
Q1 | $319K | Buy |
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|
2019
Q4 | $227K | Sell |
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|
2019
Q3 | $493K | Sell |
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|
2019
Q2 | $502K | Buy |
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|
2019
Q1 | $453K | Sell |
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|
2018
Q4 | $403K | Buy |
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|
2018
Q3 | $455K | Sell |
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|
2018
Q2 | $520K | Buy |
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