Fisher Asset Management’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 | $716K | Sell |
3,317
-474
| -13% | -$102K | ﹤0.01% | 739 |
|
|
2025
Q1 | $756K | Sell |
3,791
-176
| -4% | -$35.1K | ﹤0.01% | 730 |
|
|
2024
Q4 | $877K | Buy |
3,967
+585
| +17% | +$129K | ﹤0.01% | 675 |
|
|
2024
Q3 | $747K | Sell |
3,382
-5,774
| -63% | -$1.28M | ﹤0.01% | 698 |
|
|
2024
Q2 | $1.86M | Buy |
9,156
+4,439
| +94% | +$901K | ﹤0.01% | 595 |
|
|
2024
Q1 | $992K | Sell |
4,717
-902
| -16% | -$190K | ﹤0.01% | 687 |
|
|
2023
Q4 | $1.13M | Buy |
5,619
+551
| +11% | +$111K | ﹤0.01% | 670 |
|
|
2023
Q3 | $896K | Buy |
5,068
+50
| +1% | +$8.84K | ﹤0.01% | 764 |
|
|
2023
Q2 | $940K | Sell |
5,018
-1,629
| -25% | -$305K | ﹤0.01% | 787 |
|
|
2023
Q1 | $1.19M | Buy |
6,647
+4,611
| +226% | +$823K | ﹤0.01% | 746 |
|
|
2022
Q4 | $355K | Sell |
2,036
-548
| -21% | -$95.6K | ﹤0.01% | 891 |
|
|
2022
Q3 | $426K | Sell |
2,584
-422
| -14% | -$69.6K | ﹤0.01% | 771 |
|
|
2022
Q2 | $509K | Buy |
3,006
+47
| +2% | +$7.96K | ﹤0.01% | 715 |
|
|
2022
Q1 | $608K | Sell |
2,959
-364
| -11% | -$74.8K | ﹤0.01% | 699 |
|
|
2021
Q4 | $739K | Buy |
3,323
+1,300
| +64% | +$289K | ﹤0.01% | 690 |
|
|
2021
Q3 | $443K | Sell |
2,023
-1,871
| -48% | -$410K | ﹤0.01% | 746 |
|
|
2021
Q2 | $893K | Buy |
3,894
+1,589
| +69% | +$364K | ﹤0.01% | 635 |
|
|
2021
Q1 | $509K | Sell |
2,305
-1,380
| -37% | -$305K | ﹤0.01% | 702 |
|
|
2020
Q4 | $722K | Buy |
3,685
+941
| +34% | +$184K | ﹤0.01% | 640 |
|
|
2020
Q3 | $411K | Sell |
2,744
-99
| -3% | -$14.8K | ﹤0.01% | 693 |
|
|
2020
Q2 | $407K | Sell |
2,843
-909
| -24% | -$130K | ﹤0.01% | 687 |
|
|
2020
Q1 | $429K | Sell |
3,752
-1,903
| -34% | -$218K | ﹤0.01% | 635 |
|
|
2019
Q4 | $937K | Buy |
5,655
+3,073
| +119% | +$509K | ﹤0.01% | 589 |
|
|
2019
Q3 | $391K | Sell |
2,582
-855
| -25% | -$129K | ﹤0.01% | 714 |
|
|
2019
Q2 | $534K | Buy |
3,437
+1,102
| +47% | +$171K | ﹤0.01% | 663 |
|
|
2019
Q1 | $357K | Sell |
2,335
-908
| -28% | -$139K | ﹤0.01% | 690 |
|
|
2018
Q4 | $434K | Sell |
3,243
-856
| -21% | -$115K | ﹤0.01% | 668 |
|
|
2018
Q3 | $691K | Buy |
4,099
+1,012
| +33% | +$171K | ﹤0.01% | 613 |
|
|
2018
Q2 | $506K | Sell |
3,087
-289
| -9% | -$47.4K | ﹤0.01% | 641 |
|
|
2018
Q1 | $513K | Sell |
3,376
-3,584
| -51% | -$545K | ﹤0.01% | 623 |
|
|
2017
Q4 | $1.06M | Buy |
6,960
+4,510
| +184% | +$688K | ﹤0.01% | 577 |
|
|
2017
Q3 | $363K | Buy |
2,450
+67
| +3% | +$9.93K | ﹤0.01% | 657 |
|
|
2017
Q2 | $336K | Sell |
2,383
-453
| -16% | -$63.9K | ﹤0.01% | 638 |
|
|
2017
Q1 | $390K | Buy |
+2,836
| New | +$390K | ﹤0.01% | 589 |
|