Certified Advisory Corp’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $638K | Buy |
2,956
+11
| +0.4% | +$2.37K | 0.07% | 178 |
|
|
2025
Q1 | $587K | Sell |
2,945
-70
| -2% | -$14K | 0.07% | 176 |
|
|
2024
Q4 | $666K | Buy |
3,015
+24
| +0.8% | +$5.3K | 0.07% | 168 |
|
|
2024
Q3 | $661K | Hold |
2,991
| – | – | 0.07% | 173 |
|
|
2024
Q2 | $607K | Hold |
2,991
| – | – | 0.08% | 170 |
|
|
2024
Q1 | $629K | Buy |
2,991
+70
| +2% | +$14.7K | 0.09% | 162 |
|
|
2023
Q4 | $586K | Sell |
2,921
-1,795
| -38% | -$360K | 0.09% | 165 |
|
|
2023
Q3 | $834K | Buy |
4,716
+2,372
| +101% | +$419K | 0.15% | 120 |
|
|
2023
Q2 | $439K | Sell |
2,344
-8,039
| -77% | -$1.51M | 0.08% | 160 |
|
|
2023
Q1 | $1.85M | Buy |
10,383
+651
| +7% | +$116K | 0.33% | 86 |
|
|
2022
Q4 | $1.7M | Buy |
9,732
+115
| +1% | +$20.1K | 0.34% | 84 |
|
|
2022
Q3 | $1.59M | Buy |
9,617
+289
| +3% | +$47.7K | 0.36% | 79 |
|
|
2022
Q2 | $1.58M | Sell |
9,328
-1,432
| -13% | -$243K | 0.35% | 77 |
|
|
2022
Q1 | $2.21M | Sell |
10,760
-11,993
| -53% | -$2.46M | 0.47% | 60 |
|
|
2021
Q4 | $5.06M | Buy |
22,753
+466
| +2% | +$104K | 1.12% | 22 |
|
|
2021
Q3 | $4.88M | Buy |
22,287
+1,832
| +9% | +$401K | 1.18% | 20 |
|
|
2021
Q2 | $4.69M | Buy |
20,455
+2,282
| +13% | +$523K | 1.18% | 20 |
|
|
2021
Q1 | $4.02M | Buy |
+18,173
| New | +$4.02M | 1.04% | 21 |
|
|
2020
Q2 | $2.19M | Buy |
15,307
+1,010
| +7% | +$145K | 0.73% | 33 |
|
|
2020
Q1 | $1.64M | Buy |
14,297
+7,295
| +104% | +$835K | 0.65% | 33 |
|
|
2019
Q4 | $1.16M | Buy |
7,002
+2,841
| +68% | +$471K | 0.37% | 66 |
|
|
2019
Q3 | $630K | Sell |
4,161
-75
| -2% | -$11.4K | 0.22% | 97 |
|
|
2019
Q2 | $659K | Sell |
4,236
-101
| -2% | -$15.7K | 0.25% | 90 |
|
|
2019
Q1 | $664K | Buy |
4,337
+328
| +8% | +$50.2K | 0.28% | 84 |
|
|
2018
Q4 | $537K | Sell |
4,009
-119
| -3% | -$15.9K | 0.28% | 80 |
|
|
2018
Q3 | $696K | Buy |
4,128
+405
| +11% | +$68.3K | 0.32% | 73 |
|
|
2018
Q2 | $610K | Buy |
3,723
+476
| +15% | +$78K | 0.34% | 74 |
|
|
2018
Q1 | $493K | Buy |
3,247
+1,323
| +69% | +$201K | 0.29% | 82 |
|
|
2017
Q4 | $293K | Buy |
+1,924
| New | +$293K | 0.21% | 92 |
|