Guyasuta Investment Advisors’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 | $1.23M | Hold |
5,717
| – | – | 0.08% | 103 |
|
|
2025
Q1 | $1.14M | Buy |
5,717
+12
| +0.2% | +$2.39K | 0.07% | 108 |
|
|
2024
Q4 | $1.26M | Buy |
5,705
+618
| +12% | +$137K | 0.08% | 101 |
|
|
2024
Q3 | $1.12M | Sell |
5,087
-1,655
| -25% | -$366K | 0.07% | 110 |
|
|
2024
Q2 | $1.35M | Sell |
6,742
-214
| -3% | -$43K | 0.1% | 95 |
|
|
2024
Q1 | $1.4M | Hold |
6,956
| – | – | 0.1% | 94 |
|
|
2023
Q4 | $1.4M | Buy |
6,956
+209
| +3% | +$41.9K | 0.1% | 94 |
|
|
2023
Q3 | $1.19M | Hold |
6,747
| – | – | 0.09% | 95 |
|
|
2023
Q2 | $1.26M | Sell |
6,747
-61
| -0.9% | -$11.4K | 0.09% | 93 |
|
|
2023
Q1 | $1.21M | Sell |
6,808
-78
| -1% | -$13.9K | 0.09% | 92 |
|
|
2022
Q4 | $1.2M | Buy |
6,886
+615
| +10% | +$107K | 0.09% | 94 |
|
|
2022
Q3 | $1.03M | Hold |
6,271
| – | – | 0.09% | 94 |
|
|
2022
Q2 | $1.06M | Buy |
6,271
+450
| +8% | +$76.2K | 0.08% | 114 |
|
|
2022
Q1 | $1.2M | Sell |
5,821
-648
| -10% | -$133K | 0.08% | 114 |
|
|
2021
Q4 | $1.44M | Buy |
6,469
+410
| +7% | +$91.2K | 0.09% | 109 |
|
|
2021
Q3 | $1.33M | Sell |
6,059
-167
| -3% | -$36.5K | 0.09% | 111 |
|
|
2021
Q2 | $1.43M | Buy |
6,226
+52
| +0.8% | +$11.9K | 0.1% | 107 |
|
|
2021
Q1 | $1.36M | Hold |
6,174
| – | – | 0.11% | 109 |
|
|
2020
Q4 | $1.21M | Sell |
6,174
-15
| -0.2% | -$2.94K | 0.1% | 111 |
|
|
2020
Q3 | $927K | Buy |
6,189
+1,371
| +28% | +$205K | 0.09% | 109 |
|
|
2020
Q2 | $690K | Hold |
4,818
| – | – | 0.07% | 122 |
|
|
2020
Q1 | $551K | Hold |
4,818
| – | – | 0.07% | 120 |
|
|
2019
Q4 | $798K | Sell |
4,818
-101
| -2% | -$16.7K | 0.08% | 123 |
|
|
2019
Q3 | $744K | Sell |
4,919
-165
| -3% | -$25K | 0.08% | 123 |
|
|
2019
Q2 | $791K | Hold |
5,084
| – | – | 0.08% | 119 |
|
|
2019
Q1 | $778K | Sell |
5,084
-191
| -4% | -$29.2K | 0.09% | 121 |
|
|
2018
Q4 | $706K | Buy |
5,275
+152
| +3% | +$20.3K | 0.09% | 118 |
|
|
2018
Q3 | $863K | Hold |
5,123
| – | – | 0.09% | 119 |
|
|
2018
Q2 | $839K | Sell |
5,123
-175
| -3% | -$28.7K | 0.1% | 117 |
|
|
2018
Q1 | $804K | Buy |
5,298
+1,145
| +28% | +$174K | 0.09% | 117 |
|
|
2017
Q4 | $633K | Buy |
4,153
+26
| +0.6% | +$3.96K | 0.07% | 126 |
|
|
2017
Q3 | $612K | Sell |
4,127
-265
| -6% | -$39.3K | 0.07% | 125 |
|
|
2017
Q2 | $619K | Sell |
4,392
-43,425
| -91% | -$6.12M | 0.07% | 119 |
|
|
2017
Q1 | $6.57M | Sell |
47,817
-100
| -0.2% | -$13.7K | 0.79% | 34 |
|
|
2016
Q4 | $6.46M | Sell |
47,917
-140
| -0.3% | -$18.9K | 0.84% | 33 |
|
|
2016
Q3 | $5.97M | Buy |
48,057
+43,315
| +913% | +$5.38M | 0.76% | 35 |
|
|
2016
Q2 | $545K | Hold |
4,742
| – | – | 0.07% | 129 |
|
|
2016
Q1 | $524K | Hold |
4,742
| – | – | 0.07% | 131 |
|
|
2015
Q4 | $534K | Sell |
4,742
-36
| -0.8% | -$4.05K | 0.08% | 131 |
|
|
2015
Q3 | $521K | Sell |
4,778
-123
| -3% | -$13.4K | 0.08% | 140 |
|
|
2015
Q2 | $611K | Hold |
4,901
| – | – | 0.08% | 139 |
|
|
2015
Q1 | $609K | Sell |
4,901
-10
| -0.2% | -$1.24K | 0.08% | 137 |
|
|
2014
Q4 | $587K | Sell |
4,911
-58
| -1% | -$6.93K | 0.08% | 135 |
|
|
2014
Q3 | $543K | Buy |
4,969
+123
| +3% | +$13.4K | 0.08% | 139 |
|
|
2014
Q2 | $575K | Sell |
4,846
-344
| -7% | -$40.8K | 0.08% | 136 |
|
|
2014
Q1 | $603K | Sell |
5,190
-27
| -0.5% | -$3.14K | 0.09% | 132 |
|
|
2013
Q4 | $601K | Sell |
5,217
-1,045
| -17% | -$120K | 0.09% | 128 |
|
|
2013
Q3 | $667K | Sell |
6,262
-100
| -2% | -$10.7K | 0.11% | 111 |
|
|
2013
Q2 | $617K | Buy |
+6,362
| New | +$617K | 0.1% | 111 |
|