CAPTRUST Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.9M | Buy |
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|
2025
Q1 | $15.5M | Sell |
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|
2024
Q4 | $18.6M | Sell |
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|
2024
Q3 | $18.7M | Sell |
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|
2024
Q2 | $18.3M | Buy |
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|
2024
Q1 | $18.5M | Sell |
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|
2023
Q4 | $23.1M | Buy |
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|
2023
Q3 | $19.9M | Buy |
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|
2023
Q2 | $19.1M | Buy |
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|
2023
Q1 | $17.2M | Sell |
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|
2022
Q4 | $52.5M | Buy |
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|
2022
Q3 | $15.2M | Sell |
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|
2022
Q2 | $29.8M | Buy |
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|
2022
Q1 | $14.3M | Buy |
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|
2021
Q4 | $13.6M | Buy |
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|
2021
Q3 | $5.66M | Sell |
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|
2021
Q2 | $7.71M | Buy |
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|
2021
Q1 | $4.87M | Buy |
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|
2020
Q4 | $3.39M | Sell |
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|
2020
Q3 | $2.7M | Sell |
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|
2020
Q2 | $7.37M | Sell |
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|
2020
Q1 | $5.89M | Sell |
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|
2019
Q4 | $9.4M | Buy |
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|
2019
Q3 | $2.82M | Buy |
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|
2019
Q2 | $2.92M | Sell |
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|
2019
Q1 | $2.9M | Sell |
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|
2018
Q4 | $3.9M | Buy |
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|
2018
Q3 | $1.42M | Sell |
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|
2018
Q2 | $1.35M | Buy |
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|
2018
Q1 | $1.21M | Sell |
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|
2017
Q4 | $1.29M | Sell |
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|
2017
Q3 | $1.28M | Buy |
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|
2017
Q2 | $993K | Sell |
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|
2017
Q1 | $959K | Sell |
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|
2016
Q4 | $1.17M | Buy |
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|
2016
Q3 | $14K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $644K | Sell |
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|
2015
Q4 | $772K | Buy |
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|
2015
Q3 | $31K | Buy |
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|
2015
Q2 | $36K | Hold |
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|
2015
Q1 | $35.3K | Sell |
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|
2014
Q4 | $34K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $59K | Sell |
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|
2014
Q1 | $273K | Sell |
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|
2013
Q4 | $300K | Buy |
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|
2013
Q3 | $30K | Sell |
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|
2013
Q2 | $42K | Buy |
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