Corient Private Wealth’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $399M | Sell |
520,371
-469,173
| -47% | -$360M | 0.42% | 43 |
|
|
2025
Q1 | $197M | Buy |
989,544
+653,197
| +194% | +$130M | 0.32% | 64 |
|
|
2024
Q4 | $67.4M | Sell |
336,347
-38,027
| -10% | -$7.62M | 0.11% | 181 |
|
|
2024
Q3 | $82.3M | Buy |
374,374
+77,532
| +26% | +$17.1M | 0.13% | 162 |
|
|
2024
Q2 | $60.2M | Buy |
296,842
+7,850
| +3% | +$1.59M | 0.1% | 200 |
|
|
2024
Q1 | $60.8M | Sell |
288,992
-31,997
| -10% | -$6.73M | 0.11% | 193 |
|
|
2023
Q4 | $64.4M | Sell |
320,989
-274,190
| -46% | -$55M | 0.12% | 178 |
|
|
2023
Q3 | $86.5M | Buy |
595,179
+357,120
| +150% | +$51.9M | 0.2% | 120 |
|
|
2023
Q2 | $44.6M | Buy |
238,059
+40,689
| +21% | +$7.62M | 0.1% | 208 |
|
|
2023
Q1 | $35.2M | Buy |
197,370
+28,609
| +17% | +$5.1M | 0.09% | 206 |
|
|
2022
Q4 | $28.2M | Buy |
+168,761
| New | +$28.2M | 0.1% | 214 |
|