FWIA
Fort Washington Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.37M | Sell |
20,243
-5,423
| -21% | -$1.17M | 0.03% | 227 |
|
|
2025
Q1 | $5.12M | Sell |
25,666
-457
| -2% | -$91.2K | 0.03% | 223 |
|
|
2024
Q4 | $5.77M | Sell |
26,123
-585
| -2% | -$129K | 0.03% | 217 |
|
|
2024
Q3 | $5.9M | Sell |
26,708
-4,676
| -15% | -$1.03M | 0.04% | 216 |
|
|
2024
Q2 | $6.37M | Sell |
31,384
-1,281
| -4% | -$260K | 0.04% | 214 |
|
|
2024
Q1 | $6.87M | Buy |
32,665
+816
| +3% | +$172K | 0.04% | 215 |
|
|
2023
Q4 | $6.39M | Sell |
31,849
-75
| -0.2% | -$15.1K | 0.04% | 209 |
|
|
2023
Q3 | $5.64M | Sell |
31,924
-1,604
| -5% | -$283K | 0.04% | 211 |
|
|
2023
Q2 | $6.28M | Sell |
33,528
-699
| -2% | -$131K | 0.05% | 209 |
|
|
2023
Q1 | $6.11M | Sell |
34,227
-19,656
| -36% | -$3.51M | 0.05% | 213 |
|
|
2022
Q4 | $9.4M | Sell |
53,883
-19,823
| -27% | -$3.46M | 0.07% | 202 |
|
|
2022
Q3 | $12.2M | Buy |
73,706
+447
| +0.6% | +$73.7K | 0.1% | 165 |
|
|
2022
Q2 | $12.4M | Sell |
73,259
-850
| -1% | -$144K | 0.1% | 161 |
|
|
2022
Q1 | $15.2M | Buy |
74,109
+653
| +0.9% | +$134K | 0.1% | 153 |
|
|
2021
Q4 | $16.3M | Buy |
73,456
+1,750
| +2% | +$389K | 0.1% | 147 |
|
|
2021
Q3 | $15.7M | Sell |
71,706
-11,837
| -14% | -$2.59M | 0.1% | 143 |
|
|
2021
Q2 | $19.2M | Buy |
83,543
+169
| +0.2% | +$38.8K | 0.17% | 95 |
|
|
2021
Q1 | $18.4M | Buy |
83,374
+55,960
| +204% | +$12.4M | 0.18% | 90 |
|
|
2020
Q4 | $5.38M | Sell |
27,414
-19,632
| -42% | -$3.85M | 0.06% | 223 |
|
|
2020
Q3 | $7.05M | Sell |
47,046
-536
| -1% | -$80.3K | 0.07% | 200 |
|
|
2020
Q2 | $6.81M | Buy |
47,582
+146
| +0.3% | +$20.9K | 0.08% | 196 |
|
|
2020
Q1 | $5.43M | Sell |
47,436
-409
| -0.9% | -$46.8K | 0.07% | 195 |
|
|
2019
Q4 | $7.93M | Sell |
47,845
-6,868
| -13% | -$1.14M | 0.08% | 199 |
|
|
2019
Q3 | $8.28M | Sell |
54,713
-550
| -1% | -$83.2K | 0.09% | 188 |
|
|
2019
Q2 | $8.59M | Buy |
55,263
+655
| +1% | +$102K | 0.1% | 175 |
|
|
2019
Q1 | $8.36M | Buy |
54,608
+30,181
| +124% | +$4.62M | 0.09% | 172 |
|
|
2018
Q4 | $3.27M | Buy |
24,427
+2,342
| +11% | +$314K | 0.04% | 224 |
|
|
2018
Q3 | $3.72M | Sell |
22,085
-5,908
| -21% | -$996K | 0.04% | 240 |
|
|
2018
Q2 | $4.58M | Buy |
27,993
+4,455
| +19% | +$730K | 0.05% | 222 |
|
|
2018
Q1 | $3.57M | Sell |
23,538
-3,749
| -14% | -$569K | 0.04% | 249 |
|
|
2017
Q4 | $4.16M | Sell |
27,287
-3,435
| -11% | -$524K | 0.04% | 267 |
|
|
2017
Q3 | $4.55M | Sell |
30,722
-485
| -2% | -$71.9K | 0.07% | 150 |
|
|
2017
Q2 | $4.4M | Buy |
31,207
+929
| +3% | +$131K | 0.07% | 147 |
|
|
2017
Q1 | $4.16M | Sell |
30,278
-209
| -0.7% | -$28.7K | 0.07% | 152 |
|
|
2016
Q4 | $4.11M | Buy |
+30,487
| New | +$4.11M | 0.07% | 142 |
|
|
2016
Q3 | – | Sell |
-67,147
| Closed | -$7.72M | – | 447 |
|
|
2016
Q2 | $7.72M | Sell |
67,147
-8,490
| -11% | -$976K | 0.14% | 103 |
|
|
2016
Q1 | $8.37M | Hold |
75,637
| – | – | 0.16% | 91 |
|
|
2015
Q4 | $8.52M | Hold |
75,637
| – | – | 0.17% | 93 |
|
|
2015
Q3 | $8.26M | Hold |
75,637
| – | – | 0.17% | 95 |
|
|
2015
Q2 | $9.44M | Hold |
75,637
| – | – | 0.18% | 97 |
|
|
2015
Q1 | $9.41M | Hold |
75,637
| – | – | 0.19% | 100 |
|
|
2014
Q4 | $9.05M | Hold |
75,637
| – | – | 0.18% | 103 |
|
|
2014
Q3 | $8.27M | Buy |
75,637
+2,415
| +3% | +$264K | 0.17% | 110 |
|
|
2014
Q2 | $8.7M | Hold |
73,222
| – | – | 0.17% | 123 |
|
|
2014
Q1 | $8.52M | Buy |
73,222
+67,622
| +1,208% | +$7.87M | 0.18% | 119 |
|
|
2013
Q4 | $646K | Hold |
5,600
| – | – | 0.01% | 375 |
|
|
2013
Q3 | $597K | Hold |
5,600
| – | – | 0.01% | 351 |
|
|
2013
Q2 | $543K | Buy |
+5,600
| New | +$543K | 0.01% | 342 |
|