Accredited Investors’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 | $49.3M | Sell |
228,401
-2,987
| -1% | -$645K | 2.91% | 12 |
|
|
2025
Q1 | $46.2M | Sell |
231,388
-5,652
| -2% | -$1.13M | 2.87% | 13 |
|
|
2024
Q4 | $52.4M | Sell |
237,040
-1,539
| -0.6% | -$340K | 3.07% | 13 |
|
|
2024
Q3 | $52.7M | Sell |
238,579
-728
| -0.3% | -$161K | 3.01% | 13 |
|
|
2024
Q2 | $48.6M | Sell |
239,307
-2,768
| -1% | -$562K | 3.03% | 13 |
|
|
2024
Q1 | $50.9M | Sell |
242,075
-7,894
| -3% | -$1.66M | 3.27% | 12 |
|
|
2023
Q4 | $50.2M | Sell |
249,969
-4,595
| -2% | -$922K | 3.56% | 9 |
|
|
2023
Q3 | $45M | Sell |
254,564
-2,568
| -1% | -$454K | 3.37% | 11 |
|
|
2023
Q2 | $48.2M | Buy |
257,132
+85
| +0% | +$15.9K | 3.43% | 11 |
|
|
2023
Q1 | $45.9M | Sell |
257,047
-2,590
| -1% | -$462K | 3.48% | 10 |
|
|
2022
Q4 | $45.3M | Sell |
259,637
-875
| -0.3% | -$153K | 3.83% | 9 |
|
|
2022
Q3 | $43M | Buy |
260,512
+1,392
| +0.5% | +$230K | 4.99% | 5 |
|
|
2022
Q2 | $43.9M | Sell |
259,120
-1,386
| -0.5% | -$235K | 5.2% | 6 |
|
|
2022
Q1 | $53.5M | Sell |
260,506
-4,784
| -2% | -$982K | 4.82% | 6 |
|
|
2021
Q4 | $59M | Sell |
265,290
-1,344
| -0.5% | -$299K | 5.26% | 5 |
|
|
2021
Q3 | $58.3M | Sell |
266,634
-5,994
| -2% | -$1.31M | 6.3% | 3 |
|
|
2021
Q2 | $62.5M | Sell |
272,628
-3,646
| -1% | -$836K | 6.4% | 3 |
|
|
2021
Q1 | $61M | Sell |
276,274
-14,620
| -5% | -$3.23M | 8.17% | 2 |
|
|
2020
Q4 | $57M | Sell |
290,894
-14,033
| -5% | -$2.75M | 9.55% | 1 |
|
|
2020
Q3 | $45.7M | Sell |
304,927
-5,021
| -2% | -$752K | 9.57% | 2 |
|
|
2020
Q2 | $44.4M | Buy |
309,948
+23,835
| +8% | +$3.41M | 9.03% | 3 |
|
|
2020
Q1 | $32.7M | Sell |
286,113
-961
| -0.3% | -$110K | 7.71% | 4 |
|
|
2019
Q4 | $47.6M | Sell |
287,074
-5,630
| -2% | -$933K | 8.08% | 3 |
|
|
2019
Q3 | $44.3M | Buy |
292,704
+1,470
| +0.5% | +$222K | 8.53% | 2 |
|
|
2019
Q2 | $45.3M | Sell |
291,234
-642
| -0.2% | -$99.8K | 8.86% | 1 |
|
|
2019
Q1 | $44.7M | Sell |
291,876
-1,491
| -0.5% | -$228K | 9% | 1 |
|
|
2018
Q4 | $39.3M | Buy |
293,367
+22,865
| +8% | +$3.06M | 8.78% | 1 |
|
|
2018
Q3 | $45.6M | Sell |
270,502
-12,608
| -4% | -$2.13M | 11.27% | 1 |
|
|
2018
Q2 | $46.4M | Sell |
283,110
-10,920
| -4% | -$1.79M | 11.99% | 1 |
|
|
2018
Q1 | $44.6M | Sell |
294,030
-5,929
| -2% | -$900K | 12.2% | 1 |
|
|
2017
Q4 | $45.7M | Sell |
299,959
-11,929
| -4% | -$1.82M | 12.65% | 1 |
|
|
2017
Q3 | $46.2M | Sell |
311,888
-14,757
| -5% | -$2.19M | 12.75% | 1 |
|
|
2017
Q2 | $46M | Sell |
326,645
-19,843
| -6% | -$2.8M | 11.91% | 2 |
|
|
2017
Q1 | $47.6M | Sell |
346,488
-62,069
| -15% | -$8.53M | 11.87% | 1 |
|
|
2016
Q4 | $55.1M | Sell |
408,557
-31,721
| -7% | -$4.28M | 14.26% | 1 |
|
|
2016
Q3 | $54.7M | Sell |
440,278
-47,284
| -10% | -$5.87M | 15.02% | 1 |
|
|
2016
Q2 | $56.1M | Sell |
487,562
-39,691
| -8% | -$4.56M | 15.45% | 1 |
|
|
2016
Q1 | $58.3M | Sell |
527,253
-17,006
| -3% | -$1.88M | 14.9% | 2 |
|
|
2015
Q4 | $61.3M | Sell |
544,259
-54,659
| -9% | -$6.16M | 15.08% | 1 |
|
|
2015
Q3 | $65.4M | Sell |
598,918
-83,572
| -12% | -$9.13M | 17.58% | 1 |
|
|
2015
Q2 | $85.2M | Sell |
682,490
-2,156
| -0.3% | -$269K | 22.39% | 1 |
|
|
2015
Q1 | $85.2M | Buy |
684,646
+140,144
| +26% | +$17.4M | 21.66% | 1 |
|
|
2014
Q4 | $65.1M | Sell |
544,502
-36,357
| -6% | -$4.35M | 19.27% | 1 |
|
|
2014
Q3 | $63.5M | Buy |
580,859
+41,245
| +8% | +$4.51M | 19.19% | 1 |
|
|
2014
Q2 | $64.1M | Buy |
539,614
+26,798
| +5% | +$3.18M | 20.84% | 1 |
|
|
2014
Q1 | $59.7M | Buy |
512,816
+22,169
| +5% | +$2.58M | 19.92% | 1 |
|
|
2013
Q4 | $56.6M | Sell |
490,647
-10,521
| -2% | -$1.21M | 19.81% | 1 |
|
|
2013
Q3 | $53.4M | Sell |
501,168
-23,161
| -4% | -$2.47M | 19.72% | 1 |
|
|
2013
Q2 | $50.9M | Buy |
+524,329
| New | +$50.9M | 20.08% | 1 |
|