IIM
Ironwood Investment 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 | $6.99M | Sell |
32,386
-2,552
| -7% | -$551K | 3.4% | 3 |
|
|
2025
Q1 | $6.97M | Sell |
34,938
-4,568
| -12% | -$911K | 3.8% | 3 |
|
|
2024
Q4 | $8.73M | Buy |
39,506
+2,861
| +8% | +$632K | 4.35% | 2 |
|
|
2024
Q3 | $8.09M | Buy |
36,645
+3,021
| +9% | +$667K | 3.94% | 3 |
|
|
2024
Q2 | $6.82M | Buy |
+33,624
| New | +$6.82M | 3.65% | 3 |
|
|
2024
Q1 | – | Sell |
-2,141
| Closed | -$430K | – | 175 |
|
|
2023
Q4 | $430K | Buy |
+2,141
| New | +$430K | 0.23% | 104 |
|
|
2023
Q3 | – | Sell |
-1,330
| Closed | -$249K | – | 167 |
|
|
2023
Q2 | $249K | Sell |
1,330
-2,298
| -63% | -$430K | 0.14% | 137 |
|
|
2023
Q1 | $647K | Sell |
3,628
-3,735
| -51% | -$666K | 0.4% | 82 |
|
|
2022
Q4 | $1.28M | Buy |
7,363
+5,335
| +263% | +$930K | 0.85% | 39 |
|
|
2022
Q3 | $334K | Buy |
+2,028
| New | +$334K | 0.23% | 120 |
|
|
2022
Q1 | – | Sell |
-2,646
| Closed | -$589K | – | 174 |
|
|
2021
Q4 | $589K | Buy |
+2,646
| New | +$589K | 0.29% | 110 |
|
|
2021
Q1 | – | Sell |
-1,167
| Closed | -$229K | – | 172 |
|
|
2020
Q4 | $229K | Buy |
+1,167
| New | +$229K | 0.13% | 151 |
|
|
2020
Q1 | – | Sell |
-2,953
| Closed | -$489K | – | 165 |
|
|
2019
Q4 | $489K | Buy |
+2,953
| New | +$489K | 0.34% | 102 |
|
|
2019
Q1 | – | Sell |
-4,759
| Closed | -$637K | – | 154 |
|
|
2018
Q4 | $637K | Buy |
+4,759
| New | +$637K | 0.59% | 59 |
|
|
2018
Q1 | – | Sell |
-2,870
| Closed | -$438K | – | 161 |
|
|
2017
Q4 | $438K | Buy |
+2,870
| New | +$438K | 0.31% | 117 |
|
|
2017
Q1 | – | Sell |
-3,420
| Closed | -$461K | – | 165 |
|
|
2016
Q4 | $461K | Buy |
+3,420
| New | +$461K | 0.34% | 107 |
|