AMI Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-12,070
| Closed | -$2.42M | – | 83 |
|
|
2023
Q4 | $2.42M | Buy |
+12,070
| New | +$2.42M | 0.13% | 62 |
|
|
2023
Q1 | – | Sell |
-4,689
| Closed | -$818K | – | 83 |
|
|
2022
Q4 | $818K | Buy |
+4,689
| New | +$818K | 0.06% | 76 |
|
|
2020
Q1 | – | Sell |
-8,296
| Closed | -$1.37M | – | 82 |
|
|
2019
Q4 | $1.37M | Buy |
+8,296
| New | +$1.37M | 0.07% | 69 |
|
|
2019
Q1 | – | Sell |
-3,452
| Closed | -$462K | – | 74 |
|
|
2018
Q4 | $462K | Buy |
+3,452
| New | +$462K | 0.04% | 70 |
|