IFWM
Institute for 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 | $2.99M | Buy |
13,857
+1,010
| +8% | +$218K | 0.33% | 55 |
|
|
2025
Q1 | $2.56M | Buy |
12,847
+1,500
| +13% | +$299K | 0.33% | 65 |
|
|
2024
Q4 | $2.51M | Buy |
11,347
+864
| +8% | +$191K | 0.31% | 68 |
|
|
2024
Q3 | $2.32M | Buy |
10,483
+781
| +8% | +$173K | 0.29% | 74 |
|
|
2024
Q2 | $1.97M | Sell |
9,702
-10,876
| -53% | -$2.21M | 0.26% | 81 |
|
|
2024
Q1 | $4.33M | Buy |
20,578
+6,447
| +46% | +$1.36M | 0.56% | 30 |
|
|
2023
Q4 | $2.84M | Buy |
14,131
+1,374
| +11% | +$276K | 0.46% | 41 |
|
|
2023
Q3 | $2.25M | Buy |
12,757
+2,703
| +27% | +$478K | 0.41% | 52 |
|
|
2023
Q2 | $1.88M | Buy |
10,054
+702
| +8% | +$131K | 0.32% | 74 |
|
|
2023
Q1 | $1.67M | Sell |
9,352
-117
| -1% | -$20.9K | 0.32% | 75 |
|
|
2022
Q4 | $1.65M | Sell |
9,469
-4,909
| -34% | -$856K | 0.35% | 72 |
|
|
2022
Q3 | $2.37M | Buy |
14,378
+3,604
| +33% | +$594K | 0.53% | 39 |
|
|
2022
Q2 | $1.83M | Sell |
10,774
-916
| -8% | -$155K | 0.36% | 67 |
|
|
2022
Q1 | $2.4M | Buy |
11,690
+2,831
| +32% | +$581K | 0.39% | 55 |
|
|
2021
Q4 | $1.97M | Buy |
8,859
+3,802
| +75% | +$846K | 0.32% | 75 |
|
|
2021
Q3 | $1.11M | Sell |
5,057
-448
| -8% | -$98K | 0.19% | 132 |
|
|
2021
Q2 | $1.26M | Buy |
5,505
+875
| +19% | +$201K | 0.22% | 109 |
|
|
2021
Q1 | $1.02M | Sell |
4,630
-2,898
| -38% | -$640K | 0.19% | 135 |
|
|
2020
Q4 | $1.48M | Sell |
7,528
-5,896
| -44% | -$1.16M | 0.29% | 88 |
|
|
2020
Q3 | $2.01M | Buy |
13,424
+1,112
| +9% | +$167K | 0.46% | 45 |
|
|
2020
Q2 | $1.76M | Buy |
12,312
+7,443
| +153% | +$1.07M | 0.43% | 47 |
|
|
2020
Q1 | $557K | Buy |
4,869
+256
| +6% | +$29.3K | 0.17% | 162 |
|
|
2019
Q4 | $764K | Buy |
4,613
+1,627
| +54% | +$269K | 0.17% | 171 |
|
|
2019
Q3 | $452K | Buy |
2,986
+963
| +48% | +$146K | 0.11% | 252 |
|
|
2019
Q2 | $315K | Buy |
2,023
+244
| +14% | +$38K | 0.07% | 341 |
|
|
2019
Q1 | $272K | Buy |
+1,779
| New | +$272K | 0.06% | 354 |
|
|
2018
Q1 | – | Sell |
-1,759
| Closed | -$268K | – | 327 |
|
|
2017
Q4 | $268K | Buy |
+1,759
| New | +$268K | 0.06% | 319 |
|
|
2017
Q3 | – | Sell |
-2,056
| Closed | -$291K | – | 319 |
|
|
2017
Q2 | $291K | Buy |
+2,056
| New | +$291K | 0.08% | 320 |
|
|
2014
Q4 | – | Sell |
-157
| Closed | -$17K | – | 39 |
|
|
2014
Q3 | $17K | Hold |
157
| – | – | 0.02% | 45 |
|
|
2014
Q2 | $19K | Hold |
157
| – | – | 0.02% | 44 |
|
|
2014
Q1 | $18K | Sell |
157
-39,910
| -100% | -$4.58M | 0.02% | 58 |
|
|
2013
Q4 | $4.62M | Sell |
40,067
-6,136
| -13% | -$708K | 3.33% | 7 |
|
|
2013
Q3 | $4.93M | Sell |
46,203
-8,425
| -15% | -$898K | 3.39% | 9 |
|
|
2013
Q2 | $5.3M | Buy |
+54,628
| New | +$5.3M | 4.26% | 7 |
|