BMM
Berkshire Money Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Sell |
5,444
-88,539
| -94% | -$19.1M | 0.12% | 43 |
|
|
2025
Q1 | $18.7M | Buy |
93,983
+4,947
| +6% | +$987K | 2.1% | 15 |
|
|
2024
Q4 | $19.7M | Buy |
89,036
+59,540
| +202% | +$13.2M | 2.14% | 14 |
|
|
2024
Q3 | $6.52M | Buy |
29,496
+1,132
| +4% | +$250K | 0.75% | 17 |
|
|
2024
Q2 | $5.75M | Buy |
28,364
+1,120
| +4% | +$227K | 0.7% | 17 |
|
|
2024
Q1 | $5.73M | Buy |
27,244
+2,069
| +8% | +$435K | 0.69% | 16 |
|
|
2023
Q4 | $5.05M | Sell |
25,175
-85,216
| -77% | -$17.1M | 0.67% | 19 |
|
|
2023
Q3 | $19.5M | Sell |
110,391
-1,772
| -2% | -$313K | 2.96% | 10 |
|
|
2023
Q2 | $21M | Sell |
112,163
-11,943
| -10% | -$2.24M | 3.03% | 11 |
|
|
2023
Q1 | $22.1M | Buy |
124,106
+22,260
| +22% | +$3.97M | 3.36% | 9 |
|
|
2022
Q4 | $17.8M | Sell |
101,846
-1,275
| -1% | -$222K | 2.81% | 10 |
|
|
2022
Q3 | $17M | Sell |
103,121
-6,538
| -6% | -$1.08M | 2.92% | 9 |
|
|
2022
Q2 | $18.6M | Sell |
109,659
-13,294
| -11% | -$2.25M | 3.08% | 8 |
|
|
2022
Q1 | $25.2M | Sell |
122,953
-954
| -0.8% | -$196K | 3.62% | 8 |
|
|
2021
Q4 | $27.6M | Buy |
123,907
+2,750
| +2% | +$612K | 4.03% | 8 |
|
|
2021
Q3 | $26.5M | Sell |
121,157
-13,788
| -10% | -$3.02M | 4.21% | 8 |
|
|
2021
Q2 | $31M | Buy |
134,945
+10,381
| +8% | +$2.38M | 4.98% | 7 |
|
|
2021
Q1 | $27.5M | Buy |
124,564
+1,051
| +0.9% | +$232K | 4.81% | 8 |
|
|
2020
Q4 | $24.2M | Buy |
123,513
+54,973
| +80% | +$10.8M | 4.47% | 7 |
|
|
2020
Q3 | $10.3M | Buy |
68,540
+1,155
| +2% | +$173K | 2.13% | 12 |
|
|
2020
Q2 | $9.65M | Buy |
67,385
+66,084
| +5,079% | +$9.46M | 2.12% | 15 |
|
|
2020
Q1 | $149K | Sell |
1,301
-129,050
| -99% | -$14.8M | 0.04% | 41 |
|
|
2019
Q4 | $21.6M | Sell |
130,351
-2,114
| -2% | -$350K | 4.2% | 10 |
|
|
2019
Q3 | $20M | Buy |
132,465
+678
| +0.5% | +$103K | 4.14% | 10 |
|
|
2019
Q2 | $20.5M | Sell |
131,787
-440
| -0.3% | -$68.4K | 4.33% | 10 |
|
|
2019
Q1 | $20.2M | Buy |
132,227
+18,682
| +16% | +$2.86M | 4.48% | 8 |
|
|
2018
Q4 | $15.2M | Sell |
113,545
-160,492
| -59% | -$21.5M | 3.79% | 9 |
|
|
2018
Q3 | $46.2M | Buy |
274,037
+14,565
| +6% | +$2.45M | 10.2% | 4 |
|
|
2018
Q2 | $43.7M | Buy |
259,472
+61,851
| +31% | +$10.4M | 10.18% | 4 |
|
|
2018
Q1 | $30M | Sell |
197,621
-46,467
| -19% | -$7.06M | 7.49% | 6 |
|
|
2017
Q4 | $37.2M | Buy |
244,088
+7,300
| +3% | +$1.11M | 9.32% | 5 |
|
|
2017
Q3 | $35.3M | Sell |
236,788
-76,845
| -25% | -$11.5M | 9.22% | 5 |
|
|
2017
Q2 | $44.2M | Sell |
313,633
-7,328
| -2% | -$1.03M | 12.46% | 3 |
|
|
2017
Q1 | $44.1M | Buy |
320,961
+6,560
| +2% | +$902K | 13.25% | 3 |
|
|
2016
Q4 | $42.4M | Buy |
314,401
+252,363
| +407% | +$34M | 12.57% | 3 |
|
|
2016
Q3 | $7.71M | Buy |
62,038
+10,899
| +21% | +$1.35M | 2.37% | 11 |
|
|
2016
Q2 | $5.88M | Sell |
51,139
-9,335
| -15% | -$1.07M | 2.02% | 13 |
|
|
2016
Q1 | $6.69M | Sell |
60,474
-4,000
| -6% | -$443K | 2.04% | 12 |
|
|
2015
Q4 | $7.26M | Buy |
+64,474
| New | +$7.26M | 2.21% | 12 |
|