Fukoku Mutual Life Insurance’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,500
| Closed | -$331K | – | 275 |
|
|
2024
Q3 | $331K | Buy |
+1,500
| New | +$331K | 0.02% | 193 |
|
|
2020
Q4 | – | Sell |
-7,000
| Closed | -$1.05M | – | 314 |
|
|
2020
Q3 | $1.05M | Buy |
+7,000
| New | +$1.05M | 0.11% | 81 |
|
|
2016
Q4 | – | Sell |
-84,000
| Closed | -$10.4M | – | 305 |
|
|
2016
Q3 | $10.4M | Hold |
84,000
| – | – | 1.88% | 15 |
|
|
2016
Q2 | $9.66M | Buy |
+84,000
| New | +$9.66M | 1.89% | 16 |
|
|
2016
Q1 | – | Sell |
-21,000
| Closed | -$2.36M | – | 296 |
|
|
2015
Q4 | $2.36M | Buy |
21,000
+7,500
| +56% | +$844K | 0.4% | 59 |
|
|
2015
Q3 | $1.47M | Hold |
13,500
| – | – | 0.28% | 65 |
|
|
2015
Q2 | $1.69M | Buy |
+13,500
| New | +$1.69M | 0.27% | 67 |
|
|
2014
Q4 | – | Sell |
-8,600
| Closed | -$940K | – | 324 |
|
|
2014
Q3 | $940K | Buy |
+8,600
| New | +$940K | 0.17% | 74 |
|