BMCM
Burns Matteson Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $182K | Sell |
843
-7
| -0.8% | -$1.51K | 0.09% | 175 |
|
|
2025
Q1 | $170K | Buy |
+850
| New | +$170K | 0.09% | 165 |
|
|
2024
Q4 | – | Sell |
-1,214
| Closed | -$268K | – | 177 |
|
|
2024
Q3 | $268K | Hold |
1,214
| – | – | 0.15% | 127 |
|
|
2024
Q2 | $246K | Hold |
1,214
| – | – | 0.15% | 125 |
|
|
2024
Q1 | $255K | Sell |
1,214
-9,258
| -88% | -$1.95M | 0.17% | 126 |
|
|
2023
Q4 | $2.1M | Sell |
10,472
-7,012
| -40% | -$1.41M | 1.48% | 15 |
|
|
2023
Q3 | $3.09M | Buy |
+17,484
| New | +$3.09M | 1.97% | 14 |
|
|
2021
Q4 | – | Sell |
-960
| Closed | -$210K | – | 143 |
|
|
2021
Q3 | $210K | Buy |
+960
| New | +$210K | 0.16% | 118 |
|