Estate Counselors’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 | – | Sell |
-28,062
| Closed | -$5.6M | – | 103 |
|
|
2025
Q1 | $5.6M | Sell |
28,062
-253
| -0.9% | -$50.5K | 0.58% | 21 |
|
|
2024
Q4 | $6.26M | Buy |
28,315
+21,200
| +298% | +$4.68M | 0.67% | 22 |
|
|
2024
Q3 | $1.57M | Buy |
7,115
+285
| +4% | +$63K | 0.16% | 68 |
|
|
2024
Q2 | $1.39M | Sell |
6,830
-12,635
| -65% | -$2.56M | 0.15% | 72 |
|
|
2024
Q1 | $4.09M | Buy |
19,465
+7,935
| +69% | +$1.67M | 0.47% | 21 |
|
|
2023
Q4 | $2.31M | Sell |
11,530
-14,232
| -55% | -$2.86M | 0.29% | 49 |
|
|
2023
Q3 | $4.55M | Sell |
25,762
-4,695
| -15% | -$830K | 0.61% | 34 |
|
|
2023
Q2 | $5.7M | Sell |
30,457
-9,985
| -25% | -$1.87M | 0.72% | 34 |
|
|
2023
Q1 | $7.21M | Buy |
40,442
+9,987
| +33% | +$1.78M | 0.95% | 26 |
|
|
2022
Q4 | $5.31M | Sell |
30,455
-5,478
| -15% | -$955K | 0.74% | 41 |
|
|
2022
Q3 | $5.93M | Sell |
35,933
-3,670
| -9% | -$605K | 0.92% | 29 |
|
|
2022
Q2 | $6.71M | Buy |
39,603
+1,305
| +3% | +$221K | 1% | 33 |
|
|
2022
Q1 | $7.86M | Sell |
38,298
-732
| -2% | -$150K | 1.02% | 32 |
|
|
2021
Q4 | $8.68M | Buy |
39,030
+6,280
| +19% | +$1.4M | 1.05% | 31 |
|
|
2021
Q3 | $7.16M | Buy |
32,750
+6,005
| +22% | +$1.31M | 0.9% | 34 |
|
|
2021
Q2 | $6.13M | Buy |
26,745
+1,175
| +5% | +$269K | 0.8% | 39 |
|
|
2021
Q1 | $5.65M | Buy |
25,570
+1,885
| +8% | +$416K | 0.83% | 41 |
|
|
2020
Q4 | $4.64M | Sell |
23,685
-25,725
| -52% | -$5.04M | 0.7% | 41 |
|
|
2020
Q3 | $7.4M | Sell |
49,410
-850
| -2% | -$127K | 1.15% | 32 |
|
|
2020
Q2 | $7.2M | Sell |
50,260
-66,570
| -57% | -$9.53M | 1.15% | 29 |
|
|
2020
Q1 | $13.4M | Sell |
116,830
-2,350
| -2% | -$269K | 2.2% | 11 |
|
|
2019
Q4 | $19.7M | Buy |
119,180
+3,400
| +3% | +$563K | 2.9% | 7 |
|
|
2019
Q3 | $17.5M | Buy |
115,780
+100
| +0.1% | +$15.1K | 2.69% | 12 |
|
|
2019
Q2 | $18M | Buy |
115,680
+4,070
| +4% | +$633K | 2.81% | 10 |
|
|
2019
Q1 | $17.1M | Sell |
111,610
-25,790
| -19% | -$3.95M | 2.93% | 10 |
|
|
2018
Q4 | $18.4M | Sell |
137,400
-81,330
| -37% | -$10.9M | 3.72% | 5 |
|
|
2018
Q3 | $36.9M | Buy |
218,730
+3,160
| +1% | +$533K | 6.67% | 2 |
|
|
2018
Q2 | $35.3M | Buy |
215,570
+58,520
| +37% | +$9.58M | 6.69% | 2 |
|
|
2018
Q1 | $23.8M | Sell |
157,050
-31,800
| -17% | -$4.83M | 4.43% | 3 |
|
|
2017
Q4 | $28.8M | Sell |
188,850
-63,400
| -25% | -$9.67M | 5.76% | 2 |
|
|
2017
Q3 | $37.4M | Buy |
252,250
+38,690
| +18% | +$5.73M | 7.44% | 2 |
|
|
2017
Q2 | $30.1M | Sell |
213,560
-13,930
| -6% | -$1.96M | 6.82% | 2 |
|
|
2017
Q1 | $31.3M | Buy |
227,490
+104,060
| +84% | +$14.3M | 8.12% | 2 |
|
|
2016
Q4 | $16.6M | Buy |
123,430
+48,750
| +65% | +$6.57M | 4.6% | 4 |
|
|
2016
Q3 | $9.28M | Sell |
74,680
-600
| -0.8% | -$74.5K | 3.6% | 8 |
|
|
2016
Q2 | $8.66M | Buy |
75,280
+1,450
| +2% | +$167K | 3.45% | 8 |
|
|
2016
Q1 | $8.17M | Buy |
73,830
+56,970
| +338% | +$6.3M | 3.6% | 9 |
|
|
2015
Q4 | $1.9M | Sell |
16,860
-1,870
| -10% | -$211K | 0.78% | 30 |
|
|
2015
Q3 | $2.04M | Sell |
18,730
-4,855
| -21% | -$528K | 0.82% | 30 |
|
|
2015
Q2 | $2.94M | Sell |
23,585
-150
| -0.6% | -$18.7K | 1.02% | 26 |
|
|
2015
Q1 | $2.95M | Sell |
23,735
-109,264
| -82% | -$13.6M | 1.05% | 26 |
|
|
2014
Q4 | $15.9M | Buy |
132,999
+2,330
| +2% | +$279K | 5.63% | 4 |
|
|
2014
Q3 | $14.3M | Sell |
130,669
-560
| -0.4% | -$61.2K | 5.51% | 4 |
|
|
2014
Q2 | $15.6M | Buy |
131,229
+40
| +0% | +$4.75K | 5.96% | 4 |
|
|
2014
Q1 | $15.3M | Buy |
131,189
+150
| +0.1% | +$17.5K | 6.13% | 2 |
|
|
2013
Q4 | $15.1M | Sell |
131,039
-70
| -0.1% | -$8.08K | 6.71% | 2 |
|
|
2013
Q3 | $14M | Buy |
131,109
+4,935
| +4% | +$526K | 6.47% | 2 |
|
|
2013
Q2 | $12.3M | Buy |
+126,174
| New | +$12.3M | 6.23% | 4 |
|