Beese Fulmer 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 | $537K | Hold |
2,488
| – | – | 0.04% | 169 |
|
|
2025
Q1 | $496K | Hold |
2,488
| – | – | 0.04% | 154 |
|
|
2024
Q4 | $550K | Sell |
2,488
-2
| -0.1% | -$442 | 0.05% | 143 |
|
|
2024
Q3 | $550K | Buy |
2,490
+75
| +3% | +$16.6K | 0.05% | 147 |
|
|
2024
Q2 | $490K | Sell |
2,415
-6
| -0.2% | -$1.22K | 0.04% | 150 |
|
|
2024
Q1 | $509K | Sell |
2,421
-13
| -0.5% | -$2.73K | 0.05% | 145 |
|
|
2023
Q4 | $489K | Buy |
2,434
+13
| +0.5% | +$2.61K | 0.05% | 150 |
|
|
2023
Q3 | $428K | Sell |
2,421
-8
| -0.3% | -$1.41K | 0.05% | 154 |
|
|
2023
Q2 | $455K | Sell |
2,429
-6
| -0.2% | -$1.12K | 0.05% | 152 |
|
|
2023
Q1 | $434K | Hold |
2,435
| – | – | 0.05% | 160 |
|
|
2022
Q4 | $425K | Buy |
2,435
+581
| +31% | +$101K | 0.05% | 164 |
|
|
2022
Q3 | $306K | Sell |
1,854
-431
| -19% | -$71.1K | 0.04% | 173 |
|
|
2022
Q2 | $387K | Buy |
2,285
+431
| +23% | +$73K | 0.05% | 163 |
|
|
2022
Q1 | $381K | Buy |
1,854
+42
| +2% | +$8.63K | 0.04% | 168 |
|
|
2021
Q4 | $403K | Buy |
1,812
+590
| +48% | +$131K | 0.04% | 169 |
|
|
2021
Q3 | $267K | Buy |
+1,222
| New | +$267K | 0.03% | 195 |
|
|
2020
Q3 | – | Sell |
-165
| Closed | -$24K | – | 372 |
|
|
2020
Q2 | $24K | Buy |
+165
| New | +$24K | ﹤0.01% | 387 |
|