iShares Russell 2000 Growth Index shares owned by Capital Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Growth Index (IWO) shares owned by Capital Advisors
from 13F filings
Historical chart of Capital Advisors investment in iShares Russell 2000 Growth Index
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Quarterly reported holdings in iShares Russell 2000 Growth Index by Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $159k | 498 | 319.28 |
| 2025-06-30 | $142k | 498 | 285.14 |
| 2025-03-31 | $205k | 803 | 255.29 |
| 2024-12-31 | $260k | 903 | 287.93 |
| 2024-09-30 | $256k | 903 | 283.50 |
| 2024-06-30 | $237k | 903 | 262.46 |
| 2024-03-31 | $293k | 1.1k | 270.54 |
| 2023-12-31 | $296k | 1.2k | 252.34 |
| 2023-09-30 | $299k | 1.3k | 223.80 |
| 2023-06-30 | $324k | 1.3k | 242.52 |
| 2023-03-31 | $303k | 1.3k | 226.80 |
| 2022-12-31 | $287k | 1.3k | 214.82 |
| 2022-09-30 | $276k | 1.3k | 206.59 |
| 2022-06-30 | $288k | 1.4k | 206.01 |
| 2022-03-31 | $357k | 1.4k | 255.36 |
| 2021-12-31 | $410k | 1.4k | 293.28 |
| 2021-09-30 | $284k | 968 | 293.39 |
| 2021-06-30 | $436k | 1.4k | 311.87 |
| 2021-03-31 | $420k | 1.4k | 300.43 |
| 2020-12-31 | $401k | 1.4k | 286.84 |
| 2020-09-30 | $310k | 1.4k | 221.75 |
| 2020-06-30 | $274k | 1.4k | 193.64 |
| 2020-03-31 | $268k | 2.3k | 118.69 |
| 2019-12-31 | $350k | 1.6k | 214.33 |
| 2019-09-30 | $364k | 4.3k | 85.43 |
| 2019-06-30 | $444k | 2.2k | 200.72 |
| 2019-03-31 | $398k | 2.0k | 196.83 |
| 2018-12-31 | $353k | 2.1k | 168.18 |
| 2018-09-30 | $451k | 2.1k | 214.86 |
| 2018-06-30 | $314k | 1.5k | 204.16 |
| 2018-03-31 | $293k | 1.5k | 190.51 |
| 2017-12-31 | $287k | 1.5k | 186.61 |
| 2017-09-30 | $275k | 1.5k | 178.80 |
| 2017-06-30 | $260k | 1.5k | 169.05 |
| 2017-03-31 | $249k | 1.5k | 161.90 |
| 2016-12-31 | $237k | 1.5k | 154.10 |
| 2016-09-30 | $229k | 1.5k | 148.89 |
| 2016-06-30 | $197k | 1.4k | 137.00 |
| 2016-03-31 | $191k | 1.4k | 132.82 |
| 2015-12-31 | $200k | 1.4k | 139.08 |
| 2015-09-30 | $193k | 1.4k | 134.21 |
| 2015-06-30 | $222k | 1.4k | 154.38 |
| 2015-03-31 | $218k | 1.4k | 151.60 |
| 2014-12-31 | $205k | 1.4k | 142.56 |
| 2014-09-30 | $186k | 1.4k | 129.44 |
| 2014-06-30 | $199k | 1.4k | 138.39 |
| 2014-03-31 | $196k | 1.4k | 136.30 |
| 2013-12-31 | $195k | 1.4k | 135.61 |
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