Israel Discount Bank of New York’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 | $299K | Sell |
1,385
-96
| -6% | -$20.7K | 1.13% | 24 |
|
|
2025
Q1 | $295K | Sell |
1,481
-765
| -34% | -$153K | 0.23% | 27 |
|
|
2024
Q4 | $496K | Sell |
2,246
-205
| -8% | -$45.3K | 0.36% | 24 |
|
|
2024
Q3 | $541K | Sell |
2,451
-174
| -7% | -$38.4K | 0.81% | 24 |
|
|
2024
Q2 | $533K | Sell |
2,625
-1,056
| -29% | -$214K | 0.85% | 24 |
|
|
2024
Q1 | $774K | Sell |
3,681
-4,070
| -53% | -$856K | 0.97% | 23 |
|
|
2023
Q4 | $1.56M | Sell |
7,751
-235
| -3% | -$47.2K | 1.22% | 18 |
|
|
2023
Q3 | $1.41M | Sell |
7,986
-43
| -0.5% | -$7.6K | 1.17% | 18 |
|
|
2023
Q2 | $1.5M | Sell |
8,029
-1,092
| -12% | -$204K | 1.2% | 18 |
|
|
2023
Q1 | $1.63M | Sell |
9,121
-454
| -5% | -$81K | 1.22% | 17 |
|
|
2022
Q4 | $1.67M | Sell |
9,575
-648
| -6% | -$113K | 1.41% | 17 |
|
|
2022
Q3 | $1.69M | Sell |
10,223
-352
| -3% | -$58.1K | 1.39% | 20 |
|
|
2022
Q2 | $1.79M | Sell |
10,575
-334
| -3% | -$56.6K | 1.36% | 18 |
|
|
2022
Q1 | $2.24M | Buy |
10,909
+901
| +9% | +$185K | 1.47% | 18 |
|
|
2021
Q4 | $2.23M | Buy |
10,008
+347
| +4% | +$77.2K | 1.38% | 17 |
|
|
2021
Q3 | $2.11M | Buy |
+9,661
| New | +$2.11M | 1.43% | 16 |
|
|
2021
Q1 | $1.9M | Sell |
8,584
-1,538
| -15% | -$340K | 1.46% | 15 |
|
|
2020
Q4 | $1.99M | Sell |
10,122
-2,772
| -21% | -$544K | 1.45% | 16 |
|
|
2020
Q3 | $1.93M | Sell |
12,894
-1,920
| -13% | -$288K | 1.25% | 17 |
|
|
2020
Q2 | $2.12M | Sell |
14,814
-6,686
| -31% | -$957K | 1.44% | 15 |
|
|
2020
Q1 | $2.46M | Sell |
21,500
-1,013
| -4% | -$116K | 1.89% | 13 |
|
|
2019
Q4 | $3.73M | Buy |
22,513
+1,759
| +8% | +$291K | 2.44% | 9 |
|
|
2019
Q3 | $3.14M | Buy |
20,754
+2,078
| +11% | +$314K | 2.3% | 8 |
|
|
2019
Q2 | $2.9M | Sell |
18,676
-4,570
| -20% | -$711K | 2.2% | 9 |
|
|
2019
Q1 | $3.56M | Sell |
23,246
-174
| -0.7% | -$26.6K | 2.43% | 8 |
|
|
2018
Q4 | $3.14M | Buy |
23,420
+980
| +4% | +$131K | 2.41% | 8 |
|
|
2018
Q3 | $3.78M | Buy |
22,440
+784
| +4% | +$132K | 2.47% | 8 |
|
|
2018
Q2 | $3.55M | Buy |
21,656
+2,260
| +12% | +$370K | 2.34% | 9 |
|
|
2018
Q1 | $2.95M | Buy |
19,396
+470
| +2% | +$71.4K | 1.96% | 9 |
|
|
2017
Q4 | $2.89M | Sell |
18,926
-315
| -2% | -$48K | 2% | 9 |
|
|
2017
Q3 | $2.85M | Sell |
19,241
-1,187
| -6% | -$176K | 2.13% | 8 |
|
|
2017
Q2 | $2.88M | Sell |
20,428
-2,322
| -10% | -$327K | 2.31% | 7 |
|
|
2017
Q1 | $3.13M | Buy |
22,750
+2,672
| +13% | +$367K | 2.56% | 7 |
|
|
2016
Q4 | $2.71M | Buy |
+20,078
| New | +$2.71M | 2.45% | 7 |
|