Appleton Partners’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 | $4.08M | Sell |
18,905
-480
| -2% | -$104K | 0.29% | 80 |
|
|
2025
Q1 | $3.87M | Sell |
19,385
-480
| -2% | -$95.8K | 0.3% | 82 |
|
|
2024
Q4 | $4.39M | Sell |
19,865
-1,659
| -8% | -$367K | 0.32% | 78 |
|
|
2024
Q3 | $4.76M | Sell |
21,524
-1,014
| -4% | -$224K | 0.35% | 79 |
|
|
2024
Q2 | $4.57M | Sell |
22,538
-195
| -0.9% | -$39.6K | 0.35% | 77 |
|
|
2024
Q1 | $4.78M | Sell |
22,733
-2,408
| -10% | -$506K | 0.37% | 78 |
|
|
2023
Q4 | $5.05M | Sell |
25,141
-1,348
| -5% | -$271K | 0.41% | 74 |
|
|
2023
Q3 | $4.68M | Buy |
26,489
+1,148
| +5% | +$203K | 0.42% | 73 |
|
|
2023
Q2 | $4.75M | Sell |
25,341
-968
| -4% | -$181K | 0.4% | 72 |
|
|
2023
Q1 | $4.69M | Buy |
26,309
+18
| +0.1% | +$3.21K | 0.42% | 64 |
|
|
2022
Q4 | $4.58M | Sell |
26,291
-608
| -2% | -$106K | 0.43% | 66 |
|
|
2022
Q3 | $4.44M | Buy |
26,899
+234
| +0.9% | +$38.6K | 0.44% | 65 |
|
|
2022
Q2 | $4.52M | Sell |
26,665
-376
| -1% | -$63.7K | 0.43% | 65 |
|
|
2022
Q1 | $5.55M | Sell |
27,041
-762
| -3% | -$156K | 0.45% | 61 |
|
|
2021
Q4 | $6.19M | Buy |
27,803
+147
| +0.5% | +$32.7K | 0.47% | 62 |
|
|
2021
Q3 | $6.05M | Sell |
27,656
-284
| -1% | -$62.1K | 0.5% | 56 |
|
|
2021
Q2 | $6.41M | Sell |
27,940
-902
| -3% | -$207K | 0.55% | 52 |
|
|
2021
Q1 | $6.37M | Sell |
28,842
-33
| -0.1% | -$7.29K | 0.59% | 48 |
|
|
2020
Q4 | $5.66M | Sell |
28,875
-404
| -1% | -$79.2K | 0.56% | 52 |
|
|
2020
Q3 | $4.39M | Sell |
29,279
-95
| -0.3% | -$14.2K | 0.48% | 53 |
|
|
2020
Q2 | $4.21M | Sell |
29,374
-3,954
| -12% | -$566K | 0.5% | 54 |
|
|
2020
Q1 | $3.82M | Sell |
33,328
-1,504
| -4% | -$172K | 0.53% | 53 |
|
|
2019
Q4 | $5.77M | Sell |
34,832
-1,783
| -5% | -$295K | 0.63% | 45 |
|
|
2019
Q3 | $5.54M | Sell |
36,615
-773
| -2% | -$117K | 0.67% | 40 |
|
|
2019
Q2 | $5.81M | Sell |
37,388
-50
| -0.1% | -$7.78K | 0.72% | 39 |
|
|
2019
Q1 | $5.73M | Buy |
37,438
+636
| +2% | +$97.4K | 0.76% | 38 |
|
|
2018
Q4 | $4.93M | Buy |
36,802
+1,749
| +5% | +$234K | 0.74% | 42 |
|
|
2018
Q3 | $5.91M | Buy |
35,053
+164
| +0.5% | +$27.6K | 0.79% | 39 |
|
|
2018
Q2 | $5.71M | Buy |
34,889
+211
| +0.6% | +$34.6K | 0.82% | 39 |
|
|
2018
Q1 | $5.27M | Buy |
34,678
+286
| +0.8% | +$43.4K | 0.8% | 39 |
|
|
2017
Q4 | $5.24M | Buy |
34,392
+769
| +2% | +$117K | 0.81% | 39 |
|
|
2017
Q3 | $4.98M | Sell |
33,623
-229
| -0.7% | -$33.9K | 0.84% | 39 |
|
|
2017
Q2 | $4.77M | Sell |
33,852
-583
| -2% | -$82.1K | 0.8% | 44 |
|
|
2017
Q1 | $4.73M | Buy |
+34,435
| New | +$4.73M | 0.87% | 36 |
|