ECM
Exchange Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-956
| Closed | -$211K | – | 210 |
|
|
2024
Q4 | $211K | Buy |
+956
| New | +$211K | 0.03% | 206 |
|
|
2024
Q2 | – | Sell |
-979
| Closed | -$206K | – | 194 |
|
|
2024
Q1 | $206K | Buy |
+979
| New | +$206K | 0.03% | 185 |
|
|
2022
Q2 | – | Sell |
-1,118
| Closed | -$229K | – | 162 |
|
|
2022
Q1 | $229K | Hold |
1,118
| – | – | 0.04% | 159 |
|
|
2021
Q4 | $249K | Buy |
+1,118
| New | +$249K | 0.05% | 162 |
|
|
2018
Q1 | – | Sell |
-142
| Closed | -$22K | – | 264 |
|
|
2017
Q4 | $22K | Hold |
142
| – | – | 0.01% | 170 |
|
|
2017
Q3 | $21K | Buy |
+142
| New | +$21K | 0.01% | 178 |
|
|
2016
Q3 | – | Sell |
-330
| Closed | -$38K | – | 251 |
|
|
2016
Q2 | $38K | Buy |
+330
| New | +$38K | 0.02% | 112 |
|
|
2015
Q1 | – | Sell |
-349
| Closed | -$42K | – | 211 |
|
|
2014
Q4 | $42K | Buy |
349
+54
| +18% | +$6.5K | 0.02% | 110 |
|
|
2014
Q3 | $32K | Sell |
295
-57
| -16% | -$6.18K | 0.01% | 110 |
|
|
2014
Q2 | $42K | Sell |
352
-263
| -43% | -$31.4K | 0.02% | 98 |
|
|
2014
Q1 | $72K | Buy |
615
+527
| +599% | +$61.7K | 0.03% | 86 |
|
|
2013
Q4 | $10K | Buy |
88
+58
| +193% | +$6.59K | ﹤0.01% | 152 |
|
|
2013
Q3 | $3K | Sell |
30
-121
| -80% | -$12.1K | ﹤0.01% | 184 |
|
|
2013
Q2 | $15K | Buy |
+151
| New | +$15K | 0.01% | 116 |
|