CIR
Clear Investment Research’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28K | Sell |
129
-211
| -62% | -$45.8K | 0.04% | 134 |
|
|
2025
Q1 | $67.9K | Hold |
340
| – | – | 0.09% | 91 |
|
|
2024
Q4 | $75.1K | Buy |
340
+27
| +9% | +$5.97K | 0.1% | 90 |
|
|
2024
Q3 | $69.3K | Sell |
313
-131
| -30% | -$29K | 0.09% | 89 |
|
|
2024
Q2 | $90.1K | Sell |
444
-43
| -9% | -$8.73K | 0.12% | 80 |
|
|
2024
Q1 | $103K | Buy |
487
+17
| +4% | +$3.58K | 0.14% | 72 |
|
|
2023
Q4 | $94.4K | Hold |
470
| – | – | 0.13% | 77 |
|
|
2023
Q3 | $83.1K | Hold |
470
| – | – | 0.14% | 71 |
|
|
2023
Q2 | $88K | Hold |
470
| – | – | 0.15% | 68 |
|
|
2023
Q1 | $83.9K | Buy |
470
+1
| +0.2% | +$178 | 0.15% | 68 |
|
|
2022
Q4 | $82K | Hold |
469
| – | – | 0.16% | 65 |
|
|
2022
Q3 | $77K | Hold |
469
| – | – | 0.16% | 64 |
|
|
2022
Q2 | $80K | Buy |
469
+4
| +0.9% | +$682 | 0.18% | 65 |
|
|
2022
Q1 | $96K | Sell |
465
-424
| -48% | -$87.5K | 0.19% | 66 |
|
|
2021
Q4 | $198K | Buy |
889
+3
| +0.3% | +$668 | 0.3% | 49 |
|
|
2021
Q3 | $194K | Buy |
886
+158
| +22% | +$34.6K | 0.31% | 48 |
|
|
2021
Q2 | $167K | Sell |
728
-230
| -24% | -$52.8K | 0.28% | 52 |
|
|
2021
Q1 | $212K | Buy |
958
+119
| +14% | +$26.3K | 0.38% | 38 |
|
|
2020
Q4 | $165K | Buy |
839
+161
| +24% | +$31.7K | 0.3% | 43 |
|
|
2020
Q3 | $102K | Sell |
678
-29
| -4% | -$4.36K | 0.21% | 55 |
|
|
2020
Q2 | $101K | Buy |
707
+125
| +21% | +$17.9K | 0.22% | 53 |
|
|
2020
Q1 | $67K | Sell |
582
-80
| -12% | -$9.21K | 0.16% | 61 |
|
|
2019
Q4 | $110K | Buy |
+662
| New | +$110K | 0.23% | 53 |
|