IWM
IHT Wealth 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 | $35.5M | Buy |
164,656
+2,092
| +1% | +$451K | 0.98% | 16 |
|
|
2025
Q1 | $32.4M | Buy |
162,564
+4,795
| +3% | +$957K | 1.01% | 16 |
|
|
2024
Q4 | $34.9M | Sell |
157,769
-134,177
| -46% | -$29.6M | 1.12% | 15 |
|
|
2024
Q3 | $64.1M | Buy |
291,946
+172,626
| +145% | +$37.9M | 1.82% | 5 |
|
|
2024
Q2 | $24.2M | Buy |
119,320
+12,768
| +12% | +$2.59M | 0.9% | 18 |
|
|
2024
Q1 | $22.4M | Sell |
106,552
-654
| -0.6% | -$138K | 0.9% | 17 |
|
|
2023
Q4 | $21.5M | Buy |
107,206
+16,761
| +19% | +$3.36M | 0.96% | 16 |
|
|
2023
Q3 | $16M | Sell |
90,445
-1,859
| -2% | -$329K | 0.81% | 21 |
|
|
2023
Q2 | $17.3M | Buy |
92,304
+7,601
| +9% | +$1.42M | 0.9% | 19 |
|
|
2023
Q1 | $15.1M | Buy |
84,703
+10,156
| +14% | +$1.81M | 0.86% | 22 |
|
|
2022
Q4 | $13M | Buy |
74,547
+20,100
| +37% | +$3.5M | 0.82% | 17 |
|
|
2022
Q3 | $8.98M | Buy |
54,447
+12,298
| +29% | +$2.03M | 0.68% | 19 |
|
|
2022
Q2 | $7.14M | Buy |
42,149
+8,443
| +25% | +$1.43M | 0.63% | 27 |
|
|
2022
Q1 | $6.92M | Buy |
33,706
+5,531
| +20% | +$1.14M | 0.52% | 34 |
|
|
2021
Q4 | $6.27M | Buy |
28,175
+6,804
| +32% | +$1.51M | 0.46% | 37 |
|
|
2021
Q3 | $4.68M | Sell |
21,371
-15,813
| -43% | -$3.46M | 0.38% | 53 |
|
|
2021
Q2 | $8.53M | Buy |
37,184
+6,465
| +21% | +$1.48M | 0.54% | 31 |
|
|
2021
Q1 | $6.79M | Buy |
30,719
+3,235
| +12% | +$715K | 0.49% | 37 |
|
|
2020
Q4 | $5.39M | Buy |
27,484
+1,741
| +7% | +$341K | 0.45% | 39 |
|
|
2020
Q3 | $3.86M | Sell |
25,743
-572
| -2% | -$85.7K | 0.39% | 47 |
|
|
2020
Q2 | $3.77M | Sell |
26,315
-8,014
| -23% | -$1.15M | 0.52% | 35 |
|
|
2020
Q1 | $3.93M | Sell |
34,329
-3,967
| -10% | -$454K | 0.57% | 31 |
|
|
2019
Q4 | $6.34M | Buy |
38,296
+1,278
| +3% | +$212K | 0.75% | 19 |
|
|
2019
Q3 | $5.6M | Buy |
37,018
+7,121
| +24% | +$1.08M | 0.76% | 21 |
|
|
2019
Q2 | $4.65M | Buy |
29,897
+569
| +2% | +$88.5K | 0.68% | 25 |
|
|
2019
Q1 | $4.49M | Sell |
29,328
-8,469
| -22% | -$1.3M | 0.75% | 23 |
|
|
2018
Q4 | $5.06M | Buy |
37,797
+4,598
| +14% | +$616K | 0.97% | 17 |
|
|
2018
Q3 | $5.6M | Buy |
33,199
+6,305
| +23% | +$1.06M | 1.21% | 13 |
|
|
2018
Q2 | $4.4M | Buy |
26,894
+5,131
| +24% | +$840K | 1.13% | 12 |
|
|
2018
Q1 | $3.22M | Buy |
21,763
+2,419
| +13% | +$358K | 0.87% | 15 |
|
|
2017
Q4 | $3M | Buy |
19,344
+2,555
| +15% | +$396K | 0.79% | 17 |
|
|
2017
Q3 | $2.51M | Buy |
16,789
+16,764
| +67,056% | +$2.51M | 1.07% | 12 |
|
|
2017
Q2 | $273 | Hold |
25
| – | – | 0.13% | 192 |
|
|
2017
Q1 | $3K | Sell |
25
-4,977
| -100% | -$597K | ﹤0.01% | 1031 |
|
|
2016
Q4 | $678K | Buy |
+5,002
| New | +$678K | 0.51% | 45 |
|