BJL
Brighton Jones LLC’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.5M | Sell |
85,757
-91
| -0.1% | -$19.6K | 0.5% | 33 |
|
|
2025
Q1 | $17.1M | Sell |
85,848
-1,884
| -2% | -$376K | 0.55% | 33 |
|
|
2024
Q4 | $19.4M | Buy |
87,732
+2,221
| +3% | +$491K | 0.56% | 30 |
|
|
2024
Q3 | $18.9M | Sell |
85,511
-1,253
| -1% | -$277K | 0.71% | 24 |
|
|
2024
Q2 | $17.6M | Buy |
86,764
+135
| +0.2% | +$27.4K | 0.58% | 28 |
|
|
2024
Q1 | $18.2M | Sell |
86,629
-360
| -0.4% | -$75.7K | 0.66% | 23 |
|
|
2023
Q4 | $17.5M | Buy |
86,989
+849
| +1% | +$170K | 0.74% | 20 |
|
|
2023
Q3 | $15.2M | Sell |
86,140
-1,464
| -2% | -$259K | 0.77% | 19 |
|
|
2023
Q2 | $16.4M | Sell |
87,604
-729
| -0.8% | -$137K | 0.83% | 16 |
|
|
2023
Q1 | $15.8M | Buy |
88,333
+949
| +1% | +$169K | 0.89% | 14 |
|
|
2022
Q4 | $15.2M | Sell |
87,384
-1,201
| -1% | -$209K | 0.91% | 12 |
|
|
2022
Q3 | $14.6M | Sell |
88,585
-807
| -0.9% | -$133K | 0.86% | 12 |
|
|
2022
Q2 | $15.1M | Sell |
89,392
-773
| -0.9% | -$131K | 0.88% | 12 |
|
|
2022
Q1 | $18.5M | Buy |
90,165
+1,534
| +2% | +$315K | 0.86% | 12 |
|
|
2021
Q4 | $19.7M | Buy |
88,631
+1,728
| +2% | +$384K | 0.93% | 11 |
|
|
2021
Q3 | $19M | Buy |
86,903
+246
| +0.3% | +$53.8K | 0.98% | 11 |
|
|
2021
Q2 | $19.9M | Buy |
86,657
+251
| +0.3% | +$57.6K | 1.02% | 10 |
|
|
2021
Q1 | $19.1M | Sell |
86,406
-2,056
| -2% | -$454K | 1.13% | 10 |
|
|
2020
Q4 | $17.3M | Buy |
88,462
+1,324
| +2% | +$260K | 1.07% | 10 |
|
|
2020
Q3 | $13.1M | Sell |
87,138
-532
| -0.6% | -$79.7K | 0.9% | 13 |
|
|
2020
Q2 | $12.6M | Sell |
87,670
-819
| -0.9% | -$117K | 1.02% | 11 |
|
|
2020
Q1 | $10.1M | Sell |
88,489
-4,219
| -5% | -$483K | 1.07% | 11 |
|
|
2019
Q4 | $15.4M | Sell |
92,708
-7,009
| -7% | -$1.16M | 1.65% | 11 |
|
|
2019
Q3 | $15.1M | Sell |
99,717
-4,798
| -5% | -$726K | 1.76% | 11 |
|
|
2019
Q2 | $16.3M | Sell |
104,515
-3,736
| -3% | -$581K | 1.89% | 9 |
|
|
2019
Q1 | $16.6M | Sell |
108,251
-2,327
| -2% | -$356K | 2.01% | 8 |
|
|
2018
Q4 | $14.8M | Sell |
110,578
-3,589
| -3% | -$481K | 2.14% | 8 |
|
|
2018
Q3 | $19.2M | Sell |
114,167
-2,116
| -2% | -$357K | 2.37% | 8 |
|
|
2018
Q2 | $19M | Buy |
116,283
+495
| +0.4% | +$81.1K | 2.45% | 8 |
|
|
2018
Q1 | $17.6M | Buy |
115,788
+2,812
| +2% | +$427K | 2.42% | 8 |
|
|
2017
Q4 | $17.2M | Sell |
112,976
-1,311
| -1% | -$200K | 2.09% | 7 |
|
|
2017
Q3 | $16.9M | Sell |
114,287
-1,982
| -2% | -$294K | 2.18% | 8 |
|
|
2017
Q2 | $16.4M | Sell |
116,269
-213
| -0.2% | -$30K | 2.31% | 7 |
|
|
2017
Q1 | $16M | Buy |
116,482
+51,996
| +81% | +$7.15M | 3.87% | 4 |
|
|
2016
Q4 | $8.7M | Sell |
64,486
-54,400
| -46% | -$7.34M | 3.28% | 6 |
|
|
2016
Q3 | $14.8M | Sell |
118,886
-3,534
| -3% | -$439K | 2.39% | 9 |
|
|
2016
Q2 | $14.1M | Sell |
122,420
-4,648
| -4% | -$534K | 2.49% | 9 |
|
|
2016
Q1 | $14.1M | Buy |
127,068
+86
| +0.1% | +$9.51K | 2.59% | 10 |
|
|
2015
Q4 | $14.3M | Sell |
126,982
-2,002
| -2% | -$225K | 2.79% | 9 |
|
|
2015
Q3 | $14.1M | Sell |
128,984
-1,336
| -1% | -$146K | 3.01% | 9 |
|
|
2015
Q2 | $16.3M | Sell |
130,320
-3,180
| -2% | -$397K | 3.72% | 9 |
|
|
2015
Q1 | $16.6M | Sell |
133,500
-3,775
| -3% | -$469K | 3.75% | 9 |
|
|
2014
Q4 | $16.4M | Sell |
137,275
-3,821
| -3% | -$457K | 3.76% | 9 |
|
|
2014
Q3 | $15.4M | Sell |
141,096
-6,679
| -5% | -$730K | 3.47% | 9 |
|
|
2014
Q2 | $17.6M | Sell |
147,775
-1,224
| -0.8% | -$145K | 3.97% | 8 |
|
|
2014
Q1 | $17.3M | Sell |
148,999
-3,770
| -2% | -$439K | 4.08% | 7 |
|
|
2013
Q4 | $17.6M | Sell |
152,769
-5,602
| -4% | -$646K | 4.03% | 7 |
|
|
2013
Q3 | $16.9M | Sell |
158,371
-6,478
| -4% | -$691K | 4.42% | 7 |
|
|
2013
Q2 | $16M | Buy |
+164,849
| New | +$16M | 4.8% | 7 |
|