Buffington Mohr McNeal’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
Q1 | $308K | Hold |
1,544
| – | – | 0.06% | 89 |
|
|
2024
Q4 | $341K | Sell |
1,544
-41
| -3% | -$9.35K | 0.06% | 106 |
|
|
2024
Q3 | $350K | Buy |
1,585
+80
| +5% | +$17.1K | 0.06% | 107 |
|
|
2024
Q2 | $305K | Hold |
1,505
| – | – | 0.05% | 105 |
|
|
2024
Q1 | $317K | Sell |
1,505
-155
| -9% | -$30.9K | 0.06% | 110 |
|
|
2023
Q4 | $333K | Hold |
1,660
| – | – | 0.07% | 104 |
|
|
2023
Q3 | $293K | Sell |
1,660
-393
| -19% | -$73.8K | 0.07% | 109 |
|
|
2023
Q2 | $384K | Hold |
2,053
| – | – | 0.08% | 98 |
|
|
2023
Q1 | $366K | Hold |
2,053
| – | – | 0.08% | 100 |
|
|
2022
Q4 | $358K | Hold |
2,053
| – | – | 0.08% | 103 |
|
|
2022
Q3 | $339K | Hold |
2,053
| – | – | 0.08% | 102 |
|
|
2022
Q2 | $348K | Hold |
2,053
| – | – | 0.08% | 101 |
|
|
2022
Q1 | $421K | Hold |
2,053
| – | – | 0.08% | 99 |
|
|
2021
Q4 | $457K | Sell |
2,053
-91
| -4% | -$20.6K | 0.08% | 103 |
|
|
2021
Q3 | $469K | Sell |
2,144
-74
| -3% | -$16.4K | 0.09% | 97 |
|
|
2021
Q2 | $509K | Sell |
2,218
-25
| -1% | -$5.62K | 0.1% | 95 |
|
|
2021
Q1 | $496K | Hold |
2,243
| – | – | 0.11% | 96 |
|
|
2020
Q4 | $440K | Sell |
2,243
-89
| -4% | -$15.6K | 0.1% | 92 |
|
|
2020
Q3 | $349K | Sell |
2,332
-11
| -0.5% | -$1.66K | 0.09% | 96 |
|
|
2020
Q2 | $335K | Hold |
2,343
| – | – | 0.09% | 97 |
|
|
2020
Q1 | $268K | Sell |
2,343
-178
| -7% | -$26.5K | 0.09% | 99 |
|
|
2019
Q4 | $418K | Hold |
2,521
| – | – | 0.12% | 93 |
|
|
2019
Q3 | $382K | Buy |
2,521
+11
| +0.4% | +$1.68K | 0.12% | 96 |
|
|
2019
Q2 | $390K | Hold |
2,510
| – | – | 0.12% | 99 |
|
|
2019
Q1 | $384K | Sell |
2,510
-111
| -4% | -$16.7K | 0.12% | 102 |
|
|
2018
Q4 | $351K | Hold |
2,621
| – | – | 0.14% | 100 |
|
|
2018
Q3 | $442K | Buy |
2,621
+445
| +20% | +$75.1K | 0.15% | 96 |
|
|
2018
Q2 | $356K | Buy |
2,176
+186
| +9% | +$29.8K | 0.13% | 103 |
|
|
2018
Q1 | $302K | Sell |
1,990
-199
| -9% | -$30.7K | 0.12% | 110 |
|
|
2017
Q4 | $334K | Hold |
2,189
| – | – | 0.13% | 104 |
|
|
2017
Q3 | $328K | Hold |
2,189
| – | – | 0.13% | 108 |
|
|
2017
Q2 | $308K | Buy |
2,189
+105
| +5% | +$14.5K | 0.12% | 117 |
|
|
2017
Q1 | $287K | Hold |
2,084
| – | – | 0.13% | 99 |
|
|
2016
Q4 | $281K | Buy |
2,084
+99
| +5% | +$12.7K | 0.11% | 104 |
|
|
2016
Q3 | $246K | Hold |
1,985
| – | – | 0.1% | 108 |
|
|
2016
Q2 | $228K | Hold |
1,985
| – | – | 0.1% | 112 |
|
|
2016
Q1 | $219K | Buy |
1,985
+42
| +2% | +$4.35K | 0.1% | 123 |
|
|
2015
Q4 | $219K | Buy |
1,943
+199
| +11% | +$23K | 0.12% | 101 |
|
|
2015
Q3 | $190K | Hold |
1,744
| – | – | 0.12% | 62 |
|
|
2015
Q2 | $217K | Buy |
+1,744
| New | +$218K | 0.12% | 64 |
|
Other funds holding IWM
Buffington Mohr McNeal's IWM Position: Q1 2025 in Review
Buffington Mohr McNeal held its iShares Russell 2000 ETF (IWM) position steady in Q1 2025 at 1,544 shares worth $308K. The position accounts for 0.06% of the portfolio, ranked #89.
Buffington Mohr McNeal first reported a position in IWM in Q2 2015 and has held it in 40 quarters since. The position peaked at $509K in Q2 2021. 2,359 funds tracked by Wall St. Rank hold IWM as of Q1 2025.
- Buffington Mohr McNeal held 1,544 shares of iShares Russell 2000 ETF worth $308K as of Q1 2025.
- Buffington Mohr McNeal left its iShares Russell 2000 ETF share count unchanged in Q1 2025.
- iShares Russell 2000 ETF made up 0.06% of Buffington Mohr McNeal's portfolio in Q1 2025, its #89 holding.
- Buffington Mohr McNeal first reported a position in iShares Russell 2000 ETF in Q2 2015 and has held it in 40 quarters since.
- Buffington Mohr McNeal's iShares Russell 2000 ETF position peaked at $509K in Q2 2021.
- 2,359 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2025.
Based on Buffington Mohr McNeal's 13F filing for Q1 2025, filed 28 Apr 2025.