GIM
Grassi Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Sell |
6,132
-575
| -9% | -$124K | 0.11% | 69 |
|
|
2025
Q1 | $1.34M | Buy |
6,707
+290
| +5% | +$57.9K | 0.12% | 67 |
|
|
2024
Q4 | $1.42M | Buy |
6,417
+420
| +7% | +$92.8K | 0.12% | 64 |
|
|
2024
Q3 | $1.33M | Sell |
5,997
-175
| -3% | -$38.7K | 0.11% | 64 |
|
|
2024
Q2 | $1.25M | Buy |
6,172
+121
| +2% | +$24.5K | 0.11% | 67 |
|
|
2024
Q1 | $1.27M | Buy |
6,051
+630
| +12% | +$133K | 0.12% | 65 |
|
|
2023
Q4 | $1.09M | Buy |
+5,421
| New | +$1.09M | 0.11% | 69 |
|
|
2022
Q2 | – | Sell |
-1,205
| Closed | -$247K | – | 128 |
|
|
2022
Q1 | $247K | Buy |
1,205
+95
| +9% | +$19.5K | 0.03% | 122 |
|
|
2021
Q4 | $247K | Buy |
1,110
+85
| +8% | +$18.9K | 0.02% | 126 |
|
|
2021
Q3 | $224K | Buy |
1,025
+25
| +3% | +$5.46K | 0.03% | 133 |
|
|
2021
Q2 | $229K | Buy |
1,000
+10
| +1% | +$2.29K | 0.02% | 131 |
|
|
2021
Q1 | $219K | Buy |
+990
| New | +$219K | 0.02% | 130 |
|
|
2013
Q3 | – | Sell |
-4,800
| Closed | -$466K | – | 138 |
|
|
2013
Q2 | $466K | Buy |
+4,800
| New | +$466K | 0.12% | 116 |
|