AMI Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,491
| Closed | -$297K | – | 73 |
|
|
2025
Q1 | $297K | Sell |
1,491
-1,510
| -50% | -$301K | 0.1% | 58 |
|
|
2024
Q4 | $663K | Buy |
+3,001
| New | +$663K | 0.22% | 52 |
|
|
2022
Q3 | – | Sell |
-7,412
| Closed | -$1.26M | – | 68 |
|
|
2022
Q2 | $1.26M | Buy |
7,412
+859
| +13% | +$145K | 0.63% | 43 |
|
|
2022
Q1 | $1.35M | Buy |
6,553
+1,822
| +39% | +$374K | 0.59% | 43 |
|
|
2021
Q4 | $1.05M | Buy |
4,731
+203
| +4% | +$45.1K | 0.42% | 48 |
|
|
2021
Q3 | $991K | Hold |
4,528
| – | – | 0.41% | 52 |
|
|
2021
Q2 | $1.04M | Hold |
4,528
| – | – | 0.41% | 50 |
|
|
2021
Q1 | $1M | Hold |
4,528
| – | – | 0.42% | 51 |
|
|
2020
Q4 | $888K | Buy |
4,528
+2,950
| +187% | +$579K | 0.39% | 54 |
|
|
2020
Q3 | $236K | Hold |
1,578
| – | – | 0.12% | 67 |
|
|
2020
Q2 | $226K | Buy |
+1,578
| New | +$226K | 0.12% | 67 |
|
|
2020
Q1 | – | Sell |
-1,578
| Closed | -$261K | – | 74 |
|
|
2019
Q4 | $261K | Sell |
1,578
-1,000
| -39% | -$165K | 0.11% | 69 |
|
|
2019
Q3 | $390K | Buy |
+2,578
| New | +$390K | 0.18% | 60 |
|