Envestnet Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $476M | Buy |
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|
2025
Q2 | $338M | Buy |
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|
2025
Q1 | $311M | Sell |
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|
2024
Q4 | $378M | Sell |
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|
2024
Q3 | $408M | Sell |
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|
2024
Q2 | $427M | Sell |
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|
2024
Q1 | $683M | Sell |
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|
2023
Q4 | $654M | Sell |
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|
2023
Q3 | $579M | Buy |
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|
2023
Q2 | $578M | Sell |
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|
2023
Q1 | $532M | Buy |
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|
2022
Q4 | $521M | Buy |
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|
2022
Q3 | $488M | Buy |
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|
2022
Q2 | $489M | Buy |
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|
2022
Q1 | $591M | Buy |
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|
2021
Q4 | $624M | Sell |
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|
2021
Q3 | $754M | Buy |
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|
2021
Q2 | $577M | Sell |
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|
2021
Q1 | $585M | Buy |
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|
2020
Q4 | $468M | Sell |
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|
2020
Q3 | $449M | Buy |
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|
2020
Q2 | $343M | Buy |
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|
2020
Q1 | $204M | Sell |
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|
2019
Q4 | $299M | Buy |
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|
2019
Q3 | $238M | Sell |
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|
2019
Q2 | $267M | Buy |
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|
2019
Q1 | $261M | Sell |
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|
2018
Q4 | $287M | Buy |
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|
2018
Q3 | $251M | Sell |
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|
2018
Q2 | $251M | Buy |
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|
2018
Q1 | $177M | Sell |
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|
2017
Q4 | $213M | Buy |
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|
2017
Q3 | $194M | Sell |
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|
2017
Q2 | $191M | Sell |
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|
2017
Q1 | $196M | Sell |
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|
2016
Q4 | $223M | Sell |
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|
2016
Q3 | $293M | Buy |
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|
2016
Q2 | $142M | Buy |
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|
2016
Q1 | $98.2M | Sell |
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|
2015
Q4 | $119M | Buy |
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|
2015
Q3 | $90.9M | Sell |
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|
2015
Q2 | $220M | Sell |
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|
2015
Q1 | $222M | Buy |
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|
2014
Q4 | $89.5M | Sell |
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|
2014
Q3 | $82.1M | Sell |
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|
2014
Q2 | $97.2M | Sell |
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|
2014
Q1 | $144M | Buy |
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|
2013
Q4 | $79.2M | Sell |
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|
2013
Q3 | $104M | Buy |
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|
2013
Q2 | $74.3M | Buy |
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