CMBA
C.M. Bidwell & Associates’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $6.66M | Sell |
33,410
-46
| -0.1% | -$9.18K | 4.01% | 4 |
|
|
2024
Q4 | $7.39M | Buy |
33,456
+163
| +0.5% | +$36K | 4.49% | 3 |
|
|
2024
Q3 | $7.35M | Hold |
33,293
| – | – | 4.5% | 2 |
|
|
2024
Q2 | $6.75M | Buy |
33,293
+85
| +0.3% | +$17.2K | 4.52% | 3 |
|
|
2024
Q1 | $6.98M | Buy |
33,208
+50
| +0.2% | +$10.5K | 4.75% | 2 |
|
|
2023
Q4 | $6.66M | Buy |
33,158
+280
| +0.9% | +$56.2K | 4.93% | 2 |
|
|
2023
Q3 | $5.81M | Hold |
32,878
| – | – | 4.42% | 2 |
|
|
2023
Q2 | $6.16M | Sell |
32,878
-1,554
| -5% | -$291K | 4.5% | 2 |
|
|
2023
Q1 | $6.14M | Buy |
34,432
+115
| +0.3% | +$20.5K | 4.66% | 2 |
|
|
2022
Q4 | $5.98M | Sell |
34,317
-836
| -2% | -$146K | 4.72% | 1 |
|
|
2022
Q3 | $5.8M | Hold |
35,153
| – | – | 4.81% | 1 |
|
|
2022
Q2 | $5.95M | Sell |
35,153
-279
| -0.8% | -$47.3K | 4.71% | 1 |
|
|
2022
Q1 | $7.27M | Buy |
35,432
+176
| +0.5% | +$36.1K | 4.77% | 3 |
|
|
2021
Q4 | $7.84M | Sell |
35,256
-791
| -2% | -$176K | 4.82% | 3 |
|
|
2021
Q3 | $7.89M | Buy |
36,047
+96
| +0.3% | +$21K | 5.24% | 2 |
|
|
2021
Q2 | $8.25M | Buy |
35,951
+21,938
| +157% | +$5.03M | 5.4% | 2 |
|
|
2021
Q1 | $3.1M | Buy |
14,013
+1
| +0% | +$221 | 2.26% | 10 |
|
|
2020
Q4 | $2.75M | Sell |
14,012
-39
| -0.3% | -$7.65K | 2.25% | 12 |
|
|
2020
Q3 | $2.11M | Sell |
14,051
-3,378
| -19% | -$506K | 1.94% | 15 |
|
|
2020
Q2 | $2.5M | Buy |
17,429
+4
| +0% | +$573 | 2.28% | 9 |
|
|
2020
Q1 | $1.99M | Sell |
17,425
-110
| -0.6% | -$12.6K | 2.1% | 10 |
|
|
2019
Q4 | $2.91M | Buy |
17,535
+17,475
| +29,125% | +$2.9M | 2.63% | 8 |
|
|
2019
Q3 | $9K | Hold |
60
| – | – | 0.01% | 315 |
|
|
2019
Q2 | $9K | Hold |
60
| – | – | 0.01% | 312 |
|
|
2019
Q1 | $9K | Hold |
60
| – | – | 0.01% | 312 |
|
|
2018
Q4 | $8K | Hold |
60
| – | – | 0.01% | 308 |
|
|
2018
Q3 | $10K | Hold |
60
| – | – | 0.01% | 295 |
|
|
2018
Q2 | $10K | Hold |
60
| – | – | 0.01% | 315 |
|
|
2018
Q1 | $9K | Hold |
60
| – | – | 0.01% | 303 |
|
|
2017
Q4 | $9K | Buy |
+60
| New | +$9K | 0.01% | 307 |
|