Boston Family Office’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 | $1.34M | Sell |
6,203
-170
| -3% | -$36.7K | 0.09% | 142 |
|
|
2025
Q1 | $1.27M | Buy |
6,373
+11
| +0.2% | +$2.19K | 0.09% | 144 |
|
|
2024
Q4 | $1.41M | Hold |
6,362
| – | – | 0.1% | 134 |
|
|
2024
Q3 | $1.41M | Hold |
6,362
| – | – | 0.1% | 135 |
|
|
2024
Q2 | $1.29M | Hold |
6,362
| – | – | 0.09% | 133 |
|
|
2024
Q1 | $1.34M | Sell |
6,362
-25
| -0.4% | -$5.26K | 0.1% | 131 |
|
|
2023
Q4 | $1.28M | Buy |
6,387
+275
| +4% | +$55.2K | 0.1% | 138 |
|
|
2023
Q3 | $1.08M | Sell |
6,112
-914
| -13% | -$162K | 0.09% | 144 |
|
|
2023
Q2 | $1.32M | Sell |
7,026
-15
| -0.2% | -$2.81K | 0.1% | 135 |
|
|
2023
Q1 | $1.26M | Hold |
7,041
| – | – | 0.1% | 138 |
|
|
2022
Q4 | $1.23M | Sell |
7,041
-1,119
| -14% | -$195K | 0.1% | 140 |
|
|
2022
Q3 | $1.35M | Hold |
8,160
| – | – | 0.12% | 125 |
|
|
2022
Q2 | $1.38M | Sell |
8,160
-50
| -0.6% | -$8.47K | 0.12% | 122 |
|
|
2022
Q1 | $1.69M | Hold |
8,210
| – | – | 0.12% | 122 |
|
|
2021
Q4 | $1.83M | Sell |
8,210
-127
| -2% | -$28.2K | 0.12% | 124 |
|
|
2021
Q3 | $1.82M | Buy |
8,337
+3
| +0% | +$656 | 0.13% | 121 |
|
|
2021
Q2 | $1.91M | Hold |
8,334
| – | – | 0.14% | 118 |
|
|
2021
Q1 | $1.84M | Hold |
8,334
| – | – | 0.14% | 122 |
|
|
2020
Q4 | $1.63M | Sell |
8,334
-94
| -1% | -$18.4K | 0.13% | 126 |
|
|
2020
Q3 | $1.26M | Buy |
8,428
+27
| +0.3% | +$4.04K | 0.11% | 128 |
|
|
2020
Q2 | $1.2M | Buy |
8,401
+950
| +13% | +$136K | 0.12% | 128 |
|
|
2020
Q1 | $853K | Sell |
7,451
-380
| -5% | -$43.5K | 0.1% | 143 |
|
|
2019
Q4 | $1.3M | Sell |
7,831
-700
| -8% | -$116K | 0.12% | 133 |
|
|
2019
Q3 | $1.29M | Sell |
8,531
-50
| -0.6% | -$7.57K | 0.13% | 130 |
|
|
2019
Q2 | $1.33M | Hold |
8,581
| – | – | 0.14% | 128 |
|
|
2019
Q1 | $1.31M | Hold |
8,581
| – | – | 0.14% | 131 |
|
|
2018
Q4 | $1.15M | Buy |
8,581
+1,549
| +22% | +$207K | 0.14% | 134 |
|
|
2018
Q3 | $1.19M | Hold |
7,032
| – | – | 0.12% | 143 |
|
|
2018
Q2 | $1.15M | Hold |
7,032
| – | – | 0.13% | 141 |
|
|
2018
Q1 | $1.07M | Hold |
7,032
| – | – | 0.12% | 146 |
|
|
2017
Q4 | $1.07M | Hold |
7,032
| – | – | 0.12% | 147 |
|
|
2017
Q3 | $1.04M | Hold |
7,032
| – | – | 0.12% | 151 |
|
|
2017
Q2 | $991K | Hold |
7,032
| – | – | 0.12% | 150 |
|
|
2017
Q1 | $967K | Hold |
7,032
| – | – | 0.12% | 150 |
|
|
2016
Q4 | $948K | Hold |
7,032
| – | – | 0.12% | 152 |
|
|
2016
Q3 | $873K | Hold |
7,032
| – | – | 0.11% | 153 |
|
|
2016
Q2 | $809K | Hold |
7,032
| – | – | 0.1% | 157 |
|
|
2016
Q1 | $778K | Hold |
7,032
| – | – | 0.1% | 160 |
|
|
2015
Q4 | $792K | Hold |
7,032
| – | – | 0.11% | 152 |
|
|
2015
Q3 | $768K | Buy |
7,032
+289
| +4% | +$31.6K | 0.11% | 153 |
|
|
2015
Q2 | $842K | Hold |
6,743
| – | – | 0.11% | 157 |
|
|
2015
Q1 | $839K | Buy |
6,743
+442
| +7% | +$55K | 0.1% | 162 |
|
|
2014
Q4 | $754K | Hold |
6,301
| – | – | 0.09% | 166 |
|
|
2014
Q3 | $689K | Sell |
6,301
-295
| -4% | -$32.3K | 0.09% | 175 |
|
|
2014
Q2 | $784K | Hold |
6,596
| – | – | 0.1% | 168 |
|
|
2014
Q1 | $767K | Sell |
6,596
-518
| -7% | -$60.2K | 0.1% | 166 |
|
|
2013
Q4 | $821K | Hold |
7,114
| – | – | 0.11% | 161 |
|
|
2013
Q3 | $758K | Sell |
7,114
-507
| -7% | -$54K | 0.11% | 161 |
|
|
2013
Q2 | $739K | Buy |
+7,621
| New | +$739K | 0.11% | 159 |
|