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Brookfield Corp’s iShares Russell 2000 ETF IWM Stock Holding History

Brookfield Corp’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-196,149
Closed -$36.7M – 319
2023
Q2 		$36.7M Buy
196,149
+90,703
+86% +$16.2M 0.15% 60
2023
Q1 		$18.8M Buy
+105,446
New +$19.4M 0.07% 105
2022
Q3 		– Sell
-106,069
Closed -$18M – 698
2022
Q2 		$18M Buy
+106,069
New +$19.6M 0.08% 95
2022
Q1 		– Hold
0
– – – 714
2021
Q4 		– Hold
0
– – – 690
2021
Q3 		– Hold
0
– – – 577
2021
Q2 		– Hold
0
– – – 598
2021
Q1 		– Sell
-2,552
Closed -$557K – 509
2020
Q4 		$500K Buy
+2,552
New +$447K ﹤0.01% 410
2017
Q2 		– Hold
0
– – – 161
2017
Q1 		– Hold
0
– – – 167
2016
Q4 		– Hold
0
– – – 183
2016
Q3 		– Hold
0
– – – 203
2015
Q4 		– Sell
-25,000
Closed -$2.73M – 236
2015
Q3 		$2.73M Buy
+25,000
New +$2.96M 0.02% 112
2014
Q2 		– Sell
-102,193
Closed -$11.9M – 165
2014
Q1 		$11.9M Buy
102,193
+6,700
+7% +$773K 0.05% 69
2013
Q4 		$11M Buy
95,493
+5,800
+6% +$641K 0.06% 68
2013
Q3 		$9.56M Buy
89,693
+79,054
+743% +$8.18M 0.05% 70
2013
Q2 		$10.3M Buy
+10,639
New +$1.02M 0.05% 74

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