Cramer Rosenthal McGlynn’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
Q1 | – | Sell |
-23,518
| Closed | -$5.2M | – | 94 |
|
|
2024
Q4 | $5.2M | Buy |
+23,518
| New | +$5.2M | 0.29% | 84 |
|
|
2024
Q1 | – | Sell |
-21,194
| Closed | -$4.25M | – | 108 |
|
|
2023
Q4 | $4.25M | Buy |
+21,194
| New | +$4.25M | 0.23% | 90 |
|
|
2023
Q1 | – | Sell |
-24,299
| Closed | -$4.24M | – | 108 |
|
|
2022
Q4 | $4.24M | Buy |
24,299
+15,508
| +176% | +$2.7M | 0.19% | 91 |
|
|
2022
Q3 | $1.45M | Buy |
8,791
+4,154
| +90% | +$685K | 0.07% | 100 |
|
|
2022
Q2 | $785K | Buy |
+4,637
| New | +$785K | 0.04% | 98 |
|
|
2017
Q1 | – | Sell |
-1,590
| Closed | -$214K | – | 218 |
|
|
2016
Q4 | $214K | Buy |
+1,590
| New | +$214K | ﹤0.01% | 196 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 213 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 243 |
|