Contravisory Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

Contravisory Investment Management’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$77.3K	Buy	358 +25	+8%	+$5.4K	0.02%	268
2025 Q1	$66.4K	Buy	333 +16	+5%	+$3.19K	0.01%	274
2024 Q4	$70K	Sell	317 -22	-6%	-$4.86K	0.02%	242
2024 Q3	$75K	Buy	339 +1	+0.3%	+$221	0.02%	232
2024 Q2	$68.6K	Buy	338 +3	+0.9%	+$609	0.02%	230
2024 Q1	$70.4K	Sell	335 -27	-7%	-$5.67K	0.02%	228
2023 Q4	$72.7K	Buy	362 +2	+0.6%	+$402	0.02%	219
2023 Q3	$63.7K	Buy	360 +3	+0.8%	+$531	0.02%	226
2023 Q2	$66.9K	Buy	357 +21	+6%	+$3.94K	0.02%	220
2023 Q1	$59.9K	Buy	336 +5	+2%	+$892	0.02%	232
2022 Q4	$57.6K	Hold	331	–	–	0.02%	238
2022 Q3	$55K	Buy	331 +6	+2%	+$997	0.02%	238
2022 Q2	$55K	Buy	325 +41	+14%	+$6.94K	0.02%	236
2022 Q1	$58K	Buy	284 +16	+6%	+$3.27K	0.02%	237
2021 Q4	$60K	Sell	268 -5	-2%	-$1.12K	0.02%	222
2021 Q3	$60K	Buy	273 +2	+0.7%	+$440	0.02%	227
2021 Q2	$62K	Buy	271 +3	+1%	+$686	0.02%	221
2021 Q1	$59K	Buy	268 +28	+12%	+$6.16K	0.02%	211
2020 Q4	$47K	Sell	240 -210	-47%	-$41.1K	0.01%	211
2020 Q3	$67K	Sell	450 -337	-43%	-$50.2K	0.02%	189
2020 Q2	$114K	Sell	787 -42	-5%	-$6.08K	0.04%	185
2020 Q1	$95K	Sell	829 -244	-23%	-$28K	0.04%	181
2019 Q4	$178K	Buy	1,073 +207	+24%	+$34.3K	0.07%	149
2019 Q3	$131K	Buy	866 +34	+4%	+$5.14K	0.05%	164
2019 Q2	$129K	Buy	832 +23	+3%	+$3.57K	0.05%	160
2019 Q1	$124K	Sell	809 -20	-2%	-$3.07K	0.05%	169
2018 Q4	$111K	Sell	829 -10	-1%	-$1.34K	0.05%	168
2018 Q3	$141K	Hold	839	–	–	0.05%	162
2018 Q2	$137K	Sell	839 -45	-5%	-$7.35K	0.05%	177
2018 Q1	$134K	Sell	884 -50	-5%	-$7.58K	0.05%	177
2017 Q4	$142K	Sell	934 -56	-6%	-$8.51K	0.05%	172
2017 Q3	$147K	Buy	+990	New	+$147K	0.05%	166
2017 Q2	–	Sell	-923	Closed	-$127K	–	201
2017 Q1	$127K	Buy	923 +828	+872%	+$114K	0.04%	142
2016 Q4	$13K	Buy	95 +40	+73%	+$5.47K	﹤0.01%	193
2016 Q3	$7K	Buy	+55	New	+$7K	﹤0.01%	201