Congress Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $572K | Buy |
+2,650
| New | +$572K | ﹤0.01% | 337 |
|
|
2023
Q1 | – | Sell |
-5,934
| Closed | -$1.03M | – | 378 |
|
|
2022
Q4 | $1.03M | Buy |
+5,934
| New | +$1.03M | 0.01% | 307 |
|
|
2021
Q1 | – | Sell |
-1,869
| Closed | -$366K | – | 361 |
|
|
2020
Q4 | $366K | Buy |
+1,869
| New | +$366K | ﹤0.01% | 323 |
|
|
2019
Q1 | – | Sell |
-15,843
| Closed | -$2.12M | – | 359 |
|
|
2018
Q4 | $2.12M | Buy |
+15,843
| New | +$2.12M | 0.03% | 263 |
|