Ayalon Insurance Company’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 | $1.47M | Hold |
6,798
| – | – | 0.42% | 43 |
|
2025
Q1 | $1.36M | Sell |
6,798
-2,390
| -26% | -$477K | 0.44% | 43 |
|
2024
Q4 | $2.03M | Buy |
9,188
+3,180
| +53% | +$703K | 0.63% | 42 |
|
2024
Q3 | $1.33M | Sell |
6,008
-10,623
| -64% | -$2.35M | 0.41% | 46 |
|
2024
Q2 | $3.37M | Sell |
16,631
-416
| -2% | -$84.4K | 1.11% | 31 |
|
2024
Q1 | $3.59M | Sell |
17,047
-21
| -0.1% | -$4.42K | 1.19% | 29 |
|
2023
Q4 | $3.43M | Buy |
17,068
+12,760
| +296% | +$2.56M | 1.24% | 27 |
|
2023
Q3 | $764K | Hold |
4,308
| – | – | 0.32% | 56 |
|
2023
Q2 | $807K | Buy |
4,308
+1,114
| +35% | +$209K | 0.34% | 56 |
|
2023
Q1 | $570K | Sell |
3,194
-14
| -0.4% | -$2.5K | 0.25% | 65 |
|
2022
Q4 | $559K | Buy |
3,208
+64
| +2% | +$11.2K | 0.26% | 74 |
|
2022
Q3 | $520K | Sell |
3,144
-685
| -18% | -$113K | 0.24% | 76 |
|
2022
Q2 | $648K | Sell |
3,829
-2,177
| -36% | -$368K | 0.31% | 68 |
|
2022
Q1 | $1.23M | Sell |
6,006
-9,359
| -61% | -$1.92M | 0.42% | 65 |
|
2021
Q4 | $3.42M | Buy |
15,365
+11,013
| +253% | +$2.45M | 1.17% | 21 |
|
2021
Q3 | $969K | Sell |
4,352
-16,477
| -79% | -$3.67M | 0.35% | 68 |
|
2021
Q2 | $4.82M | Sell |
20,829
-3,516
| -14% | -$814K | 1.6% | 17 |
|
2021
Q1 | $5.45M | Buy |
24,345
+1,536
| +7% | +$344K | 2.13% | 12 |
|
2020
Q4 | $4.47M | Buy |
22,809
+19,100
| +515% | +$3.74M | 2.03% | 13 |
|
2020
Q3 | $560K | Sell |
3,709
-135
| -4% | -$20.4K | 0.31% | 57 |
|
2020
Q2 | $545K | Buy |
3,844
+645
| +20% | +$91.4K | 0.32% | 59 |
|
2020
Q1 | $341K | Hold |
3,199
| – | – | 0.25% | 52 |
|
2019
Q4 | $530K | Buy |
3,199
+100
| +3% | +$16.6K | 0.32% | 49 |
|
2019
Q3 | $461K | Hold |
3,099
| – | – | 0.31% | 53 |
|
2019
Q2 | $484K | Sell |
3,099
-263
| -8% | -$41.1K | 0.33% | 48 |
|
2019
Q1 | $520K | Sell |
3,362
-492
| -13% | -$76.1K | 0.37% | 42 |
|
2018
Q4 | $516K | Sell |
3,854
-2,409
| -38% | -$323K | 0.42% | 44 |
|
2018
Q3 | $1.03M | Buy |
6,263
+3,448
| +122% | +$567K | 0.82% | 32 |
|
2018
Q2 | $461K | Buy |
2,815
+1,945
| +224% | +$319K | 0.39% | 40 |
|
2018
Q1 | $132K | Hold |
870
| – | – | 0.11% | 43 |
|
2017
Q4 | $133K | Buy |
+870
| New | +$133K | 0.11% | 41 |
|
2016
Q4 | $263K | Buy |
+1,950
| New | +$263K | 0.22% | 36 |
|
2016
Q1 | – | Sell |
-2,100
| Closed | -$237K | – | 119 |
|
2015
Q4 | $237K | Sell |
2,100
-1,000
| -32% | -$113K | 0.2% | 60 |
|
2015
Q3 | $351K | Sell |
3,100
-14,200
| -82% | -$1.61M | 0.29% | 53 |
|
2015
Q2 | $2.17M | Buy |
17,300
+12,700
| +276% | +$1.59M | 1.56% | 15 |
|
2015
Q1 | $572K | Buy |
+4,600
| New | +$572K | 0.35% | 57 |
|