Emery Howard Portfolio Management’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $20.9M | Sell |
94,141
-1,122
| -1% | -$254K | 2.71% | 11 |
|
|
2021
Q3 | $20.8M | Buy |
95,263
+1,213
| +1% | +$269K | 3.05% | 10 |
|
|
2021
Q2 | $21.6M | Buy |
94,050
+7
| +0% | +$1.57K | 3.18% | 10 |
|
|
2021
Q1 | $20.8M | Sell |
94,043
-360
| -0.4% | -$78.6K | 3.36% | 9 |
|
|
2020
Q4 | $18.5M | Buy |
94,403
+64
| +0.1% | +$11.2K | 3.19% | 10 |
|
|
2020
Q3 | $14.1M | Sell |
94,339
-873
| -0.9% | -$131K | 2.82% | 11 |
|
|
2020
Q2 | $13.6M | Sell |
95,212
-20,230
| -18% | -$2.65M | 2.92% | 11 |
|
|
2020
Q1 | $13.2M | Sell |
115,442
-6,596
| -5% | -$983K | 3.23% | 8 |
|
|
2019
Q4 | $20.2M | Buy |
122,038
+3,543
| +3% | +$560K | 3.77% | 8 |
|
|
2019
Q3 | $17.9M | Sell |
118,495
-20
| -0% | -$3.05K | 3.64% | 9 |
|
|
2019
Q2 | $18.4M | Sell |
118,515
-181
| -0.2% | -$27.9K | 3.73% | 8 |
|
|
2019
Q1 | $18.2M | Sell |
118,696
-264
| -0.2% | -$39.7K | 3.78% | 9 |
|
|
2018
Q4 | $15.9M | Sell |
118,960
-19,464
| -14% | -$2.9M | 3.76% | 8 |
|
|
2018
Q3 | $23.3M | Sell |
138,424
-143
| -0.1% | -$24.1K | 4.79% | 8 |
|
|
2018
Q2 | $22.7M | Sell |
138,567
-2,379
| -2% | -$381K | 4.86% | 8 |
|
|
2018
Q1 | $21.4M | Sell |
140,946
-633
| -0.4% | -$97.8K | 4.61% | 8 |
|
|
2017
Q4 | $21.6M | Sell |
141,579
-1,381
| -1% | -$207K | 4.61% | 8 |
|
|
2017
Q3 | $21.2M | Sell |
142,960
-6,286
| -4% | -$884K | 4.7% | 8 |
|
|
2017
Q2 | $21M | Sell |
149,246
-3,312
| -2% | -$458K | 4.57% | 8 |
|
|
2017
Q1 | $21M | Sell |
152,558
-8,217
| -5% | -$1.12M | 4.75% | 7 |
|
|
2016
Q4 | $21.7M | Buy |
160,775
+261
| +0.2% | +$33.4K | 5.11% | 6 |
|
|
2016
Q3 | $19.9M | Sell |
160,514
-593
| -0.4% | -$72.1K | 4.76% | 8 |
|
|
2016
Q2 | $18.5M | Sell |
161,107
-4,020
| -2% | -$454K | 4.62% | 7 |
|
|
2016
Q1 | $18.3M | Sell |
165,127
-1,501
| -0.9% | -$155K | 4.62% | 7 |
|
|
2015
Q4 | $18.8M | Buy |
166,628
+684
| +0.4% | +$78.9K | 4.84% | 4 |
|
|
2015
Q3 | $18.1M | Buy |
165,944
+2,504
| +2% | +$297K | 4.96% | 4 |
|
|
2015
Q2 | $20.4M | Buy |
163,440
+1,260
| +0.8% | +$157K | 5.25% | 5 |
|
|
2015
Q1 | $20.2M | Buy |
162,180
+8,638
| +6% | +$1.04M | 5.19% | 5 |
|
|
2014
Q4 | $18.4M | Buy |
153,542
+2,807
| +2% | +$321K | 5.31% | 5 |
|
|
2014
Q3 | $16.5M | Sell |
150,735
-3,232
| -2% | -$370K | 5.21% | 5 |
|
|
2014
Q2 | $18.3M | Buy |
153,967
+625
| +0.4% | +$71K | 5.63% | 5 |
|
|
2014
Q1 | $17.8M | Sell |
153,342
-1,874
| -1% | -$216K | 5.84% | 4 |
|
|
2013
Q4 | $17.9M | Sell |
155,216
-1,379
| -0.9% | -$152K | 5.97% | 4 |
|
|
2013
Q3 | $16.7M | Sell |
156,595
-3,348
| -2% | -$346K | 6.13% | 4 |
|
|
2013
Q2 | $15.5M | Buy |
+159,943
| New | +$15.3M | 6% | 4 |
|
Other funds holding IWM
Emery Howard Portfolio Management's IWM Position: Q4 2021 in Review
Emery Howard Portfolio Management reduced its iShares Russell 2000 ETF (IWM) stake by 1.2% in Q4 2021, selling an estimated $254K and leaving 94,141 shares worth $20.9M. The position accounts for 2.71% of the portfolio, ranked #11.
Emery Howard Portfolio Management first reported a position in IWM in Q2 2013 and has held it in 35 quarters since. The position peaked at $23.3M in Q3 2018. 2,034 funds tracked by Wall St. Rank hold IWM as of Q4 2021.
- Emery Howard Portfolio Management held 94,141 shares of iShares Russell 2000 ETF worth $20.9M as of Q4 2021.
- Emery Howard Portfolio Management sold 1,122 iShares Russell 2000 ETF shares in Q4 2021, an estimated $254K.
- iShares Russell 2000 ETF made up 2.71% of Emery Howard Portfolio Management's portfolio in Q4 2021, its #11 holding.
- Emery Howard Portfolio Management first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 35 quarters since.
- Emery Howard Portfolio Management's iShares Russell 2000 ETF position peaked at $23.3M in Q3 2018.
- 2,034 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2021.
Based on Emery Howard Portfolio Management's 13F filing for Q4 2021, filed 6 Jan 2022.