IFAM
Institutional & Family Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $13.4M | Buy |
65,995
+63,052
| +2,142% | +$12.8M | 2.05% | 8 |
|
|
2024
Q1 | $619K | Sell |
2,943
-61,802
| -95% | -$13M | 0.1% | 109 |
|
|
2023
Q4 | $13M | Sell |
64,745
-7,548
| -10% | -$1.51M | 2.14% | 8 |
|
|
2023
Q3 | $12.8M | Buy |
72,293
+62
| +0.1% | +$11K | 2.09% | 8 |
|
|
2023
Q2 | $13.5M | Buy |
72,231
+4,029
| +6% | +$755K | 2.2% | 8 |
|
|
2023
Q1 | $12.2M | Sell |
68,202
-346
| -0.5% | -$61.7K | 2% | 8 |
|
|
2022
Q4 | $12M | Sell |
68,548
-145
| -0.2% | -$25.3K | 1.98% | 7 |
|
|
2022
Q3 | $11.3M | Sell |
68,693
-387
| -0.6% | -$63.8K | 2.01% | 6 |
|
|
2022
Q2 | $11.7M | Buy |
69,080
+414
| +0.6% | +$70.1K | 2.02% | 8 |
|
|
2022
Q1 | $14.1M | Buy |
68,666
+3,395
| +5% | +$697K | 2.21% | 7 |
|
|
2021
Q4 | $14.5M | Sell |
65,271
-2,789
| -4% | -$620K | 2.26% | 7 |
|
|
2021
Q3 | $14.9M | Buy |
68,060
+4,635
| +7% | +$1.01M | 2.38% | 7 |
|
|
2021
Q2 | $14.5M | Buy |
63,425
+3,450
| +6% | +$791K | 2.4% | 8 |
|
|
2021
Q1 | $13.3M | Sell |
59,975
-19,442
| -24% | -$4.3M | 2.57% | 6 |
|
|
2020
Q4 | $15.6M | Sell |
79,417
-3,440
| -4% | -$674K | 3.27% | 4 |
|
|
2020
Q3 | $12.4M | Buy |
82,857
+3,696
| +5% | +$554K | 2.89% | 5 |
|
|
2020
Q2 | $11.3M | Sell |
79,161
-926
| -1% | -$133K | 2.35% | 7 |
|
|
2020
Q1 | $9.17M | Sell |
80,087
-1,566
| -2% | -$179K | 2.11% | 7 |
|
|
2019
Q4 | $13.5M | Buy |
81,653
+803
| +1% | +$133K | 2.86% | 2 |
|
|
2019
Q3 | $12.2M | Sell |
80,850
-121
| -0.1% | -$18.3K | 2.69% | 2 |
|
|
2019
Q2 | $12.6M | Sell |
80,971
-488
| -0.6% | -$75.9K | 2.72% | 2 |
|
|
2019
Q1 | $12.5M | Sell |
81,459
-945
| -1% | -$145K | 2.62% | 2 |
|
|
2018
Q4 | $11M | Sell |
82,404
-14,640
| -15% | -$1.96M | 2.47% | 3 |
|
|
2018
Q3 | $16.4M | Sell |
97,044
-1,006
| -1% | -$170K | 3.23% | 2 |
|
|
2018
Q2 | $16.1M | Sell |
98,050
-206
| -0.2% | -$33.7K | 3.34% | 2 |
|
|
2018
Q1 | $14.9M | Sell |
98,256
-31,257
| -24% | -$4.75M | 3.16% | 2 |
|
|
2017
Q4 | $19.7M | Buy |
129,513
+8,233
| +7% | +$1.26M | 3.78% | 2 |
|
|
2017
Q3 | $18M | Buy |
121,280
+6,571
| +6% | +$974K | 3.61% | 2 |
|
|
2017
Q2 | $16.2M | Buy |
114,709
+5,456
| +5% | +$769K | 3.96% | 2 |
|
|
2017
Q1 | $15M | Buy |
109,253
+79,742
| +270% | +$11M | 4.67% | 1 |
|
|
2016
Q4 | $3.98M | Sell |
29,511
-66,800
| -69% | -$9.01M | 1.25% | 25 |
|
|
2016
Q3 | $12M | Sell |
96,311
-4,200
| -4% | -$522K | 3.98% | 2 |
|
|
2016
Q2 | $11.6M | Buy |
100,511
+3,492
| +4% | +$402K | 4.02% | 2 |
|
|
2016
Q1 | $10.9M | Hold |
97,019
| – | – | 4.09% | 3 |
|
|
2015
Q4 | $10.9M | Buy |
+97,019
| New | +$10.9M | 4.08% | 3 |
|