Bridges 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 | $5.41M | Sell |
25,079
-256
| -1% | -$55.2K | 0.07% | 103 |
|
|
2025
Q1 | $5.05M | Hold |
25,335
| – | – | 0.07% | 104 |
|
|
2024
Q4 | $5.6M | Buy |
25,335
+236
| +0.9% | +$52.1K | 0.08% | 103 |
|
|
2024
Q3 | $5.54M | Buy |
25,099
+20
| +0.1% | +$4.42K | 0.08% | 103 |
|
|
2024
Q2 | $5.09M | Buy |
+25,079
| New | +$5.09M | 0.08% | 102 |
|
|
2023
Q3 | – | Sell |
-3,890
| Closed | -$728K | – | 202 |
|
|
2023
Q2 | $728K | Hold |
3,890
| – | – | 0.02% | 155 |
|
|
2023
Q1 | $694K | Hold |
3,890
| – | – | 0.02% | 161 |
|
|
2022
Q4 | $678K | Buy |
3,890
+76
| +2% | +$13.3K | 0.02% | 165 |
|
|
2022
Q3 | $629K | Buy |
+3,814
| New | +$629K | 0.02% | 166 |
|
|
2022
Q2 | – | Sell |
-984
| Closed | -$202K | – | 217 |
|
|
2022
Q1 | $202K | Hold |
984
| – | – | 0.01% | 215 |
|
|
2021
Q4 | $219K | Sell |
984
-1,389
| -59% | -$309K | 0.01% | 216 |
|
|
2021
Q3 | $519K | Sell |
2,373
-214
| -8% | -$46.8K | 0.02% | 175 |
|
|
2021
Q2 | $593K | Hold |
2,587
| – | – | 0.02% | 167 |
|
|
2021
Q1 | $572K | Sell |
2,587
-35
| -1% | -$7.74K | 0.02% | 169 |
|
|
2020
Q4 | $514K | Buy |
2,622
+1
| +0% | +$196 | 0.02% | 170 |
|
|
2020
Q3 | $392K | Hold |
2,621
| – | – | 0.01% | 176 |
|
|
2020
Q2 | $375K | Sell |
2,621
-149
| -5% | -$21.3K | 0.01% | 174 |
|
|
2020
Q1 | $317K | Hold |
2,770
| – | – | 0.01% | 185 |
|
|
2019
Q4 | $459K | Sell |
2,770
-499
| -15% | -$82.7K | 0.02% | 201 |
|
|
2019
Q3 | $494K | Hold |
3,269
| – | – | 0.02% | 291 |
|
|
2019
Q2 | $509K | Sell |
3,269
-327
| -9% | -$50.9K | 0.02% | 286 |
|
|
2019
Q1 | $551K | Buy |
3,596
+283
| +9% | +$43.4K | 0.02% | 250 |
|
|
2018
Q4 | $443K | Buy |
3,313
+901
| +37% | +$120K | 0.02% | 261 |
|
|
2018
Q3 | $407K | Buy |
2,412
+28
| +1% | +$4.73K | 0.02% | 216 |
|
|
2018
Q2 | $390K | Buy |
+2,384
| New | +$390K | 0.02% | 213 |
|