AIIMS
Analyst IMS Investment Management Services’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.1M | Sell |
97,865
-14
| -0% | -$3.02K | 0.72% | 17 |
|
|
2025
Q1 | $19.5M | Hold |
97,879
| – | – | 0.76% | 14 |
|
|
2024
Q4 | $21.6M | Sell |
97,879
-967
| -1% | -$214K | 0.79% | 15 |
|
|
2024
Q3 | $21.8M | Buy |
98,846
+47
| +0% | +$10.4K | 0.84% | 13 |
|
|
2024
Q2 | $20M | Sell |
98,799
-22
| -0% | -$4.46K | 0.82% | 12 |
|
|
2024
Q1 | $20.8M | Buy |
98,821
+19
| +0% | +$4K | 0.91% | 10 |
|
|
2023
Q4 | $19.8M | Buy |
98,802
+11,577
| +13% | +$2.32M | 1.03% | 9 |
|
|
2023
Q3 | $15.5M | Hold |
87,225
| – | – | 0.97% | 9 |
|
|
2023
Q2 | $16.3M | Hold |
87,225
| – | – | 1.09% | 9 |
|
|
2023
Q1 | $15.3M | Hold |
87,225
| – | – | 1.16% | 9 |
|
|
2022
Q4 | $15.3M | Hold |
87,225
| – | – | 1.31% | 9 |
|
|
2022
Q3 | $14.5M | Hold |
87,225
| – | – | 1.41% | 9 |
|
|
2022
Q2 | $14.8M | Hold |
87,225
| – | – | 1.41% | 9 |
|
|
2022
Q1 | $17.9M | Hold |
87,225
| – | – | 1.59% | 8 |
|
|
2021
Q4 | $19.4M | Hold |
87,225
| – | – | 1.85% | 7 |
|
|
2021
Q3 | $19.1M | Hold |
87,225
| – | – | 2.35% | 6 |
|
|
2021
Q2 | $20M | Buy |
87,225
+1,600
| +2% | +$367K | 2.4% | 8 |
|
|
2021
Q1 | $18.9M | Buy |
85,625
+45,098
| +111% | +$9.96M | 2.54% | 8 |
|
|
2020
Q4 | $7.95M | Buy |
40,527
+33,682
| +492% | +$6.6M | 1.33% | 13 |
|
|
2020
Q3 | $1.03M | Hold |
6,845
| – | – | 0.21% | 50 |
|
|
2020
Q2 | $980K | Hold |
6,845
| – | – | 0.23% | 46 |
|
|
2020
Q1 | $783K | Hold |
6,845
| – | – | 0.25% | 49 |
|
|
2019
Q4 | $1.13M | Sell |
6,845
-37
| -0.5% | -$6.13K | 0.31% | 49 |
|
|
2019
Q3 | $1.05M | Hold |
6,882
| – | – | 0.31% | 48 |
|
|
2019
Q2 | $1.07M | Hold |
6,882
| – | – | 0.32% | 52 |
|
|
2019
Q1 | $1.05M | Buy |
6,882
+2,256
| +49% | +$346K | 0.32% | 53 |
|
|
2018
Q4 | $620 | Buy |
4,626
+1,127
| +32% | +$151 | 0.1% | 63 |
|
|
2018
Q3 | $588 | Hold |
3,499
| – | – | 0.09% | 75 |
|
|
2018
Q2 | $573K | Hold |
3,499
| – | – | 0.18% | 73 |
|
|
2018
Q1 | $532K | Hold |
3,499
| – | – | 0.17% | 76 |
|
|
2017
Q4 | $534K | Hold |
3,499
| – | – | 0.16% | 81 |
|
|
2017
Q3 | $518K | Hold |
3,499
| – | – | 0.17% | 83 |
|
|
2017
Q2 | $493K | Hold |
3,499
| – | – | 0.18% | 84 |
|
|
2017
Q1 | $481K | Hold |
3,499
| – | – | 0.19% | 82 |
|
|
2016
Q4 | $472K | Hold |
3,499
| – | – | 0.21% | 77 |
|
|
2016
Q3 | $434K | Hold |
3,499
| – | – | 0.18% | 78 |
|
|
2016
Q2 | $402K | Hold |
3,499
| – | – | 0.17% | 79 |
|
|
2016
Q1 | $387K | Buy |
3,499
+44
| +1% | +$4.87K | 0.17% | 81 |
|
|
2015
Q4 | $389K | Hold |
3,455
| – | – | 0.16% | 81 |
|
|
2015
Q3 | $377K | Hold |
3,455
| – | – | 0.16% | 81 |
|
|
2015
Q2 | $431K | Buy |
3,455
+215
| +7% | +$26.8K | 0.17% | 81 |
|
|
2015
Q1 | $403K | Buy |
3,240
+1,320
| +69% | +$164K | 0.16% | 86 |
|
|
2014
Q4 | $230K | Buy |
+1,920
| New | +$230K | 0.09% | 94 |
|