K.J. Harrison & Partners’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 | $2.04M | Hold |
9,458
| – | – | 0.34% | 84 |
|
|
2025
Q1 | $1.89M | Sell |
9,458
-17,200
| -65% | -$3.43M | 0.37% | 79 |
|
|
2024
Q4 | $5.9M | Buy |
26,658
+9,000
| +51% | +$1.99M | 0.92% | 29 |
|
|
2024
Q3 | $3.92M | Hold |
17,658
| – | – | 0.59% | 44 |
|
|
2024
Q2 | $3.58M | Hold |
17,658
| – | – | 0.59% | 49 |
|
|
2024
Q1 | $3.71M | Buy |
17,658
+8,200
| +87% | +$1.72M | 0.57% | 50 |
|
|
2023
Q4 | $1.9M | Buy |
+9,458
| New | +$1.9M | 0.32% | 85 |
|
|
2023
Q3 | – | Sell |
-8,958
| Closed | -$1.67M | – | 158 |
|
|
2023
Q2 | $1.67M | Sell |
8,958
-500
| -5% | -$93.3K | 0.3% | 96 |
|
|
2023
Q1 | $1.6M | Buy |
9,458
+500
| +6% | +$84.5K | 0.32% | 95 |
|
|
2022
Q4 | $2.12M | Buy |
8,958
+5,858
| +189% | +$1.38M | 0.41% | 83 |
|
|
2022
Q3 | $594K | Buy |
+3,100
| New | +$594K | 0.21% | 101 |
|
|
2022
Q1 | – | Sell |
-4,200
| Closed | -$936K | – | 353 |
|
|
2021
Q4 | $936K | Buy |
4,200
+1,100
| +35% | +$245K | 0.13% | 166 |
|
|
2021
Q3 | $682K | Sell |
3,100
-46,300
| -94% | -$10.2M | 0.1% | 181 |
|
|
2021
Q2 | $11.3K | Sell |
49,400
-8,340
| -14% | -$1.92K | 1.19% | 10 |
|
|
2021
Q1 | $12.8M | Sell |
57,740
-5,360
| -8% | -$1.18M | 1.97% | 9 |
|
|
2020
Q4 | $12.4M | Buy |
+63,100
| New | +$12.4M | 2.01% | 7 |
|