D. Scott Neal’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 | $401K | Hold |
1,860
| – | – | 0.2% | 37 |
|
|
2025
Q1 | $371K | Hold |
1,860
| – | – | 0.21% | 37 |
|
|
2024
Q4 | $411K | Hold |
1,860
| – | – | 0.23% | 37 |
|
|
2024
Q3 | $411K | Hold |
1,860
| – | – | 0.22% | 38 |
|
|
2024
Q2 | $377K | Hold |
1,860
| – | – | 0.21% | 46 |
|
|
2024
Q1 | $391K | Hold |
1,860
| – | – | 0.26% | 45 |
|
|
2023
Q4 | $373K | Hold |
1,860
| – | – | 0.33% | 41 |
|
|
2023
Q3 | $330K | Hold |
1,860
| – | – | 0.28% | 42 |
|
|
2023
Q2 | $348K | Hold |
1,860
| – | – | 0.26% | 42 |
|
|
2023
Q1 | $332K | Hold |
1,860
| – | – | 0.19% | 45 |
|
|
2022
Q4 | $324K | Hold |
1,860
| – | – | 0.16% | 45 |
|
|
2022
Q3 | $307K | Hold |
1,860
| – | – | 0.13% | 46 |
|
|
2022
Q2 | $315K | Hold |
1,860
| – | – | 0.13% | 47 |
|
|
2022
Q1 | $382K | Hold |
1,860
| – | – | 0.15% | 47 |
|
|
2021
Q4 | $414K | Sell |
1,860
-348
| -16% | -$77.5K | 0.16% | 41 |
|
|
2021
Q3 | $483K | Hold |
2,208
| – | – | 0.2% | 26 |
|
|
2021
Q2 | $506K | Buy |
2,208
+37
| +2% | +$8.48K | 0.23% | 25 |
|
|
2021
Q1 | $480K | Sell |
2,171
-1,453
| -40% | -$321K | 0.22% | 24 |
|
|
2020
Q4 | $711K | Sell |
3,624
-225
| -6% | -$44.1K | 0.35% | 20 |
|
|
2020
Q3 | $577K | Hold |
3,849
| – | – | 0.32% | 19 |
|
|
2020
Q2 | $551K | Sell |
3,849
-45
| -1% | -$6.44K | 0.35% | 18 |
|
|
2020
Q1 | $446K | Sell |
3,894
-58,197
| -94% | -$6.67M | 0.27% | 17 |
|
|
2019
Q4 | $10.3M | Sell |
62,091
-2,409
| -4% | -$399K | 4.96% | 7 |
|
|
2019
Q3 | $9.76M | Sell |
64,500
-890
| -1% | -$135K | 5.03% | 8 |
|
|
2019
Q2 | $10.2M | Sell |
65,390
-1,604
| -2% | -$249K | 5.53% | 8 |
|
|
2019
Q1 | $10.3M | Sell |
66,994
-2,321
| -3% | -$355K | 5.37% | 7 |
|
|
2018
Q4 | $9.28M | Sell |
69,315
-66,000
| -49% | -$8.84M | 5.07% | 6 |
|
|
2018
Q3 | $22.8M | Sell |
135,315
-4,542
| -3% | -$766K | 11.52% | 5 |
|
|
2018
Q2 | $22.9M | Sell |
139,857
-3,651
| -3% | -$598K | 12.8% | 3 |
|
|
2018
Q1 | $21.8M | Buy |
143,508
+166
| +0.1% | +$25.2K | 12.37% | 2 |
|
|
2017
Q4 | $21.9M | Buy |
143,342
+21,005
| +17% | +$3.2M | 13.1% | 2 |
|
|
2017
Q3 | $18.1M | Buy |
122,337
+39,026
| +47% | +$5.78M | 10.93% | 2 |
|
|
2017
Q2 | $11.7M | Buy |
83,311
+4,608
| +6% | +$649K | 8% | 5 |
|
|
2017
Q1 | $10.8M | Sell |
78,703
-599
| -0.8% | -$82.4K | 6.97% | 7 |
|
|
2016
Q4 | $10.7M | Sell |
79,302
-2,173
| -3% | -$293K | 7.62% | 6 |
|
|
2016
Q3 | $10.1M | Buy |
81,475
+20,785
| +34% | +$2.58M | 7.94% | 5 |
|
|
2016
Q2 | $6.98M | Buy |
60,690
+2,640
| +5% | +$304K | 6.18% | 7 |
|
|
2016
Q1 | $6.42M | Sell |
58,050
-6,085
| -9% | -$673K | 6.02% | 7 |
|
|
2015
Q4 | $7.22M | Sell |
64,135
-3,289
| -5% | -$370K | 5.73% | 7 |
|
|
2015
Q3 | $7.36M | Buy |
67,424
+6,620
| +11% | +$723K | 6.19% | 7 |
|
|
2015
Q2 | $7.59M | Buy |
60,804
+1,571
| +3% | +$196K | 5.22% | 8 |
|
|
2015
Q1 | $7.37M | Sell |
59,233
-2,235
| -4% | -$278K | 5.28% | 8 |
|
|
2014
Q4 | $7.35M | Buy |
61,468
+1,253
| +2% | +$150K | 5.17% | 8 |
|
|
2014
Q3 | $6.59M | Buy |
60,215
+945
| +2% | +$103K | 5.23% | 8 |
|
|
2014
Q2 | $7.04M | Buy |
59,270
+6,732
| +13% | +$800K | 5.56% | 7 |
|
|
2014
Q1 | $6.11M | Sell |
52,538
-7,407
| -12% | -$862K | 5.14% | 7 |
|
|
2013
Q4 | $6.92M | Buy |
+59,945
| New | +$6.92M | 6.2% | 7 |
|