Certified Advisory Corp’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 | $638K | Buy |
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|
2025
Q1 | $587K | Sell |
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|
2024
Q4 | $666K | Buy |
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|
2024
Q3 | $661K | Hold |
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|
2024
Q2 | $607K | Hold |
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|
2024
Q1 | $629K | Buy |
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|
2023
Q4 | $586K | Sell |
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|
2023
Q3 | $834K | Buy |
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|
2023
Q2 | $439K | Sell |
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|
2023
Q1 | $1.85M | Buy |
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|
2022
Q4 | $1.7M | Buy |
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|
2022
Q3 | $1.59M | Buy |
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|
2022
Q2 | $1.58M | Sell |
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|
2022
Q1 | $2.21M | Sell |
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|
2021
Q4 | $5.06M | Buy |
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|
2021
Q3 | $4.88M | Buy |
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|
2021
Q2 | $4.69M | Buy |
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|
2021
Q1 | $4.01M | Buy |
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|
2020
Q2 | $2.19M | Buy |
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|
2020
Q1 | $1.64M | Buy |
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|
2019
Q4 | $1.16M | Buy |
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|
2019
Q3 | $630K | Sell |
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|
2019
Q2 | $659K | Sell |
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|
2019
Q1 | $664K | Buy |
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|
2018
Q4 | $537K | Sell |
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|
2018
Q3 | $696K | Buy |
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|
2018
Q2 | $610K | Buy |
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|
2018
Q1 | $493K | Buy |
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|
2017
Q4 | $293K | Buy |
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