CAPTRUST Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $70M | Buy |
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|
2025
Q1 | $64.5M | Buy |
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|
2024
Q4 | $56.3M | Sell |
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|
2024
Q3 | $58.5M | Sell |
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|
2024
Q2 | $56.4M | Sell |
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|
2024
Q1 | $59.1M | Sell |
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|
2023
Q4 | $62.5M | Sell |
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|
2023
Q3 | $55.9M | Buy |
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|
2023
Q2 | $52.1M | Sell |
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|
2023
Q1 | $51.5M | Buy |
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|
2022
Q4 | $49M | Buy |
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|
2022
Q3 | $44.9M | Sell |
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|
2022
Q2 | $50.5M | Buy |
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|
2022
Q1 | $51.2M | Buy |
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|
2021
Q4 | $41.7M | Buy |
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|
2021
Q3 | $40.6M | Sell |
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|
2021
Q2 | $52.5M | Buy |
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|
2021
Q1 | $40.3M | Buy |
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|
2020
Q4 | $29.8M | Buy |
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|
2020
Q3 | $22.3M | Buy |
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|
2020
Q2 | $18M | Sell |
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|
2020
Q1 | $13.6M | Sell |
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|
2019
Q4 | $26.9M | Buy |
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|
2019
Q3 | $13.4M | Sell |
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|
2019
Q2 | $14.2M | Sell |
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|
2019
Q1 | $17.8M | Sell |
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|
2018
Q4 | $26.2M | Buy |
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|
2018
Q3 | $13.2M | Sell |
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|
2018
Q2 | $13.2M | Buy |
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|
2018
Q1 | $11.5M | Sell |
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|
2017
Q4 | $12.4M | Sell |
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|
2017
Q3 | $12.4M | Buy |
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|
2017
Q2 | $6.96M | Sell |
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|
2017
Q1 | $18.4M | Buy |
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|
2016
Q4 | $2.45M | Buy |
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|
2016
Q3 | $117K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $2.49M | Sell |
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|
2015
Q4 | $32.6M | Buy |
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|
2015
Q3 | $26.5M | Buy |
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|
2015
Q2 | $28.6M | Buy |
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|
2015
Q1 | $2.62M | Buy |
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|
2014
Q4 | $1.32M | Buy |
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|
2014
Q3 | $1.03M | Sell |
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|
2014
Q2 | $1.5M | Sell |
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|
2014
Q1 | $5.42M | Sell |
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|
2013
Q4 | $44.1M | Buy |
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|
2013
Q3 | $1.9M | Sell |
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|
2013
Q2 | $2.84M | Buy |
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