Investors Research Corp’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 | $729K | Hold |
3,378
| – | – | 0.14% | 151 |
|
|
2025
Q1 | $674K | Buy |
3,378
+58
| +2% | +$11.6K | 0.15% | 151 |
|
|
2024
Q4 | $734K | Hold |
3,320
| – | – | 0.16% | 147 |
|
|
2024
Q3 | $733K | Hold |
3,320
| – | – | 0.16% | 157 |
|
|
2024
Q2 | $674K | Hold |
3,320
| – | – | 0.16% | 168 |
|
|
2024
Q1 | $698K | Sell |
3,320
-84
| -2% | -$17.7K | 0.16% | 165 |
|
|
2023
Q4 | $683K | Hold |
3,404
| – | – | 0.16% | 159 |
|
|
2023
Q3 | $602K | Hold |
3,404
| – | – | 0.16% | 174 |
|
|
2023
Q2 | $637K | Hold |
3,404
| – | – | 0.16% | 162 |
|
|
2023
Q1 | $607K | Hold |
3,404
| – | – | 0.16% | 174 |
|
|
2022
Q4 | $594K | Buy |
3,404
+12
| +0.4% | +$2.09K | 0.16% | 180 |
|
|
2022
Q3 | $559K | Buy |
3,392
+42
| +1% | +$6.92K | 0.17% | 165 |
|
|
2022
Q2 | $567K | Buy |
3,350
+42
| +1% | +$7.11K | 0.17% | 175 |
|
|
2022
Q1 | $679K | Hold |
3,308
| – | – | 0.19% | 145 |
|
|
2021
Q4 | $736K | Hold |
3,308
| – | – | 0.22% | 126 |
|
|
2021
Q3 | $724K | Hold |
3,308
| – | – | 0.24% | 125 |
|
|
2021
Q2 | $759K | Hold |
3,308
| – | – | 0.26% | 124 |
|
|
2021
Q1 | $731K | Hold |
3,308
| – | – | 0.28% | 128 |
|
|
2020
Q4 | $649K | Hold |
3,308
| – | – | 0.26% | 139 |
|
|
2020
Q3 | $496K | Hold |
3,308
| – | – | 0.24% | 132 |
|
|
2020
Q2 | $474K | Hold |
3,308
| – | – | 0.24% | 143 |
|
|
2020
Q1 | $379K | Hold |
3,308
| – | – | 0.24% | 154 |
|
|
2019
Q4 | $548K | Hold |
3,308
| – | – | 0.25% | 135 |
|
|
2019
Q3 | $501K | Buy |
+3,308
| New | +$501K | 0.25% | 133 |
|