Catalyst Capital Advisors’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
Q2 | $356M | Sell |
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|
2025
Q1 | $349M | Buy |
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|
2024
Q4 | $349M | Buy |
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|
2024
Q3 | $330M | Sell |
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|
2024
Q2 | $316M | Buy |
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|
2024
Q1 | $307M | Buy |
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|
2023
Q4 | $265M | Sell |
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|
2023
Q3 | $275M | Sell |
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|
2023
Q2 | $360M | Sell |
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|
2023
Q1 | $344M | Buy |
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|
2022
Q4 | $317M | Buy |
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|
2022
Q3 | $271M | Buy |
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|
2022
Q2 | $236M | Buy |
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|
2022
Q1 | $214M | Buy |
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|
2021
Q4 | $197M | Buy |
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|
2021
Q3 | $174M | Buy |
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|
2021
Q2 | $181M | Buy |
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|
2021
Q1 | $162M | Sell |
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|
2020
Q4 | $167M | Sell |
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|
2020
Q3 | $168M | Sell |
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|
2020
Q2 | $191M | Sell |
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|
2020
Q1 | $209M | Sell |
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|
2019
Q4 | $517M | Buy |
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|
2019
Q3 | $430M | Buy |
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|
2019
Q2 | $404M | Buy |
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|
2019
Q1 | $378M | Sell |
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|
2018
Q4 | $355M | Buy |
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|
2018
Q3 | $360M | Buy |
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|
2018
Q2 | $333M | Sell |
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|
2018
Q1 | $339M | Buy |
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|
2017
Q4 | $301M | Buy |
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|
2017
Q3 | $226M | Buy |
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|
2017
Q2 | $202M | Buy |
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|
2017
Q1 | $136M | Buy |
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|
2016
Q4 | $86.1M | Buy |
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|
2016
Q3 | $57.6M | Buy |
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