Brown Advisory’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $217M | Buy |
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|
2025
Q2 | $184M | Buy |
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|
2025
Q1 | $164M | Sell |
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|
2024
Q4 | $184M | Buy |
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|
2024
Q3 | $169M | Buy |
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|
2024
Q2 | $154M | Buy |
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|
2024
Q1 | $156M | Sell |
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|
2023
Q4 | $154M | Buy |
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|
2023
Q3 | $124M | Sell |
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|
2023
Q2 | $134M | Sell |
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|
2023
Q1 | $130M | Buy |
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|
2022
Q4 | $125M | Buy |
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|
2022
Q3 | $111M | Sell |
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|
2022
Q2 | $131M | Sell |
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|
2022
Q1 | $176M | Buy |
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|
2021
Q4 | $183M | Buy |
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|
2021
Q3 | $173M | Sell |
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|
2021
Q2 | $184M | Sell |
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|
2021
Q1 | $178M | Buy |
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|
2020
Q4 | $155M | Buy |
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|
2020
Q3 | $100M | Buy |
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|
2020
Q2 | $49.7M | Sell |
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|
2020
Q1 | $55.7M | Sell |
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|
2019
Q4 | $110M | Sell |
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|
2019
Q3 | $100M | Sell |
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|
2019
Q2 | $112M | Buy |
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|
2019
Q1 | $81.2M | Buy |
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|
2018
Q4 | $61.6M | Buy |
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|
2018
Q3 | $67.7M | Buy |
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|
2018
Q2 | $63.2M | Buy |
|
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|
2018
Q1 | $56.1M | Sell |
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|
2017
Q4 | $70.6M | Buy |
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|
2017
Q3 | $66.5M | Buy |
|
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|
2017
Q2 | $56.9M | Buy |
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|
2017
Q1 | $49M | Buy |
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|
2016
Q4 | $42.6M | Buy |
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|
2016
Q3 | $32.4M | Buy |
|
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|
2016
Q2 | $15.3M | Buy |
|
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|
2016
Q1 | $13.9M | Sell |
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|
2015
Q4 | $14.7M | Buy |
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|
2015
Q3 | $10.5M | Buy |
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|
2015
Q2 | $9.23M | Sell |
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|
2015
Q1 | $9.52M | Buy |
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|
2014
Q4 | $8.38M | Buy |
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|
2014
Q3 | $7.46M | Buy |
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|
2014
Q2 | $7.61M | Sell |
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|
2014
Q1 | $8.06M | Buy |
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|
2013
Q4 | $2.64M | Sell |
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|
2013
Q3 | $2.55M | Buy |
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|
2013
Q2 | $761K | Buy |
|