Harel Insurance Investments & Financial Services’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 | $39K | Hold |
181
| – | – | ﹤0.01% | 364 |
|
|
2025
Q1 | $36K | Buy |
181
+180
| +18,000% | +$35.8K | ﹤0.01% | 389 |
|
|
2024
Q4 | $0 | Sell |
1
-635
| -100% | – | ﹤0.01% | 492 |
|
|
2024
Q3 | $140K | Buy |
636
+304
| +92% | +$66.9K | ﹤0.01% | 243 |
|
|
2024
Q2 | $67K | Sell |
332
-429
| -56% | -$86.6K | ﹤0.01% | 349 |
|
|
2024
Q1 | $160K | Sell |
761
-20,503
| -96% | -$4.31M | ﹤0.01% | 265 |
|
|
2023
Q4 | $4.27M | Buy |
21,264
+21,207
| +37,205% | +$4.26M | 0.08% | 93 |
|
|
2023
Q3 | $10K | Sell |
57
-423
| -88% | -$74.2K | ﹤0.01% | 596 |
|
|
2023
Q2 | $90K | Sell |
480
-1,666
| -78% | -$312K | ﹤0.01% | 390 |
|
|
2023
Q1 | $380K | Sell |
2,146
-1,000
| -32% | -$177K | 0.01% | 258 |
|
|
2022
Q4 | $542K | Hold |
3,146
| – | – | 0.01% | 203 |
|
|
2022
Q3 | $522K | Hold |
3,146
| – | – | 0.01% | 213 |
|
|
2022
Q2 | $529K | Sell |
3,146
-30,810
| -91% | -$5.18M | 0.01% | 242 |
|
|
2022
Q1 | $6.97M | Buy |
33,956
+30,934
| +1,024% | +$6.35M | 0.11% | 98 |
|
|
2021
Q4 | $667K | Hold |
3,022
| – | – | 0.01% | 224 |
|
|
2021
Q3 | $659K | Buy |
3,022
+1,000
| +49% | +$218K | 0.02% | 203 |
|
|
2021
Q2 | $460K | Hold |
2,022
| – | – | 0.01% | 477 |
|
|
2021
Q1 | $443K | Sell |
2,022
-676
| -25% | -$148K | 0.01% | 512 |
|
|
2020
Q4 | $416K | Buy |
2,698
+1,035
| +62% | +$160K | 0.01% | 390 |
|
|
2020
Q3 | $247K | Hold |
1,663
| – | – | 0.01% | 279 |
|
|
2020
Q2 | $236K | Hold |
1,663
| – | – | 0.01% | 232 |
|
|
2020
Q1 | $188K | Sell |
1,663
-935
| -36% | -$106K | 0.01% | 171 |
|
|
2019
Q4 | $427K | Sell |
2,598
-100
| -4% | -$16.4K | 0.02% | 136 |
|
|
2019
Q3 | $399K | Hold |
2,698
| – | – | 0.03% | 131 |
|
|
2019
Q2 | $416K | Sell |
2,698
-350
| -11% | -$54K | 0.02% | 126 |
|
|
2019
Q1 | $464K | Buy |
3,048
+2,833
| +1,318% | +$431K | 0.03% | 81 |
|
|
2018
Q4 | $29K | Hold |
215
| – | – | ﹤0.01% | 340 |
|
|
2018
Q3 | $36K | Hold |
215
| – | – | ﹤0.01% | 373 |
|
|
2018
Q2 | $35K | Sell |
215
-5,068
| -96% | -$825K | ﹤0.01% | 331 |
|
|
2018
Q1 | $794K | Buy |
5,283
+1,663
| +46% | +$250K | 0.04% | 112 |
|
|
2017
Q4 | $549K | Buy |
3,620
+3,405
| +1,584% | +$516K | 0.03% | 121 |
|
|
2017
Q3 | $32K | Sell |
215
-4,805
| -96% | -$715K | ﹤0.01% | 304 |
|
|
2017
Q2 | $705K | Buy |
5,020
+3,520
| +235% | +$494K | 0.06% | 84 |
|
|
2017
Q1 | $203K | Buy |
+1,500
| New | +$203K | 0.02% | 159 |
|
|
2016
Q4 | – | Hold |
0
| – | -$371K | – | 80 |
|
|
2016
Q3 | – | Hold |
0
| – | -$564K | – | 89 |
|
|
2016
Q2 | – | Hold |
0
| – | -$333K | – | 82 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 92 |
|