Kavar Capital Partners Group’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.01M | Sell |
8,116
-24
| -0.3% | -$6.19K | 0.25% | 80 |
|
|
2025
Q4 | $2M | Sell |
8,140
-29
| -0.4% | -$7.13K | 0.28% | 71 |
|
|
2025
Q3 | $1.98M | Sell |
8,169
-44
| -0.5% | -$10.1K | 0.26% | 79 |
|
|
2025
Q2 | $1.77M | Hold |
8,213
| – | – | 0.25% | 84 |
|
|
2025
Q1 | $1.64M | Hold |
8,213
| – | – | 0.27% | 78 |
|
|
2024
Q4 | $1.81M | Sell |
8,213
-70
| -0.8% | -$16K | 0.31% | 72 |
|
|
2024
Q3 | $1.83M | Sell |
8,283
-63
| -0.8% | -$13.5K | 0.29% | 79 |
|
|
2024
Q2 | $1.69M | Sell |
8,346
-197
| -2% | -$39.8K | 0.31% | 74 |
|
|
2024
Q1 | $1.8M | Sell |
8,543
-8,773
| -51% | -$1.75M | 0.33% | 72 |
|
|
2023
Q4 | $3.48M | Buy |
17,316
+8,725
| +102% | +$1.56M | 0.39% | 66 |
|
|
2023
Q3 | $1.52M | Sell |
8,591
-67
| -0.8% | -$12.6K | 0.33% | 72 |
|
|
2023
Q2 | $1.62M | Sell |
8,658
-63
| -0.7% | -$11.2K | 0.35% | 72 |
|
|
2023
Q1 | $1.56M | Sell |
8,721
-54
| -0.6% | -$9.94K | 0.34% | 73 |
|
|
2022
Q4 | $1.53M | Sell |
8,775
-86
| -1% | -$15.3K | 0.35% | 70 |
|
|
2022
Q3 | $1.46M | Sell |
8,861
-164
| -2% | -$29.9K | 0.37% | 69 |
|
|
2022
Q2 | $1.53M | Sell |
9,025
-284
| -3% | -$52.4K | 0.35% | 70 |
|
|
2022
Q1 | $1.91M | Sell |
9,309
-80
| -0.9% | -$16.3K | 0.41% | 65 |
|
|
2021
Q4 | $2.09M | Sell |
9,389
-73
| -0.8% | -$16.5K | 0.43% | 65 |
|
|
2021
Q3 | $2.07M | Sell |
9,462
-4
| -0% | -$887 | 0.47% | 60 |
|
|
2021
Q2 | $2.17M | Sell |
9,466
-70
| -0.7% | -$15.7K | 0.52% | 59 |
|
|
2021
Q1 | $2.11M | Hold |
9,536
| – | – | 0.57% | 56 |
|
|
2020
Q4 | $1.87M | Sell |
9,536
-38
| -0.4% | -$6.65K | 0.54% | 58 |
|
|
2020
Q3 | $1.43M | Sell |
9,574
-122
| -1% | -$18.4K | 0.48% | 60 |
|
|
2020
Q2 | $1.39M | Sell |
9,696
-426
| -4% | -$55.9K | 0.53% | 59 |
|
|
2020
Q1 | $1.16M | Buy |
10,122
+8,656
| +590% | +$1.29M | 0.56% | 57 |
|
|
2019
Q4 | $243K | Hold |
1,466
| – | – | 0.09% | 116 |
|
|
2019
Q3 | $222K | Hold |
1,466
| – | – | 0.09% | 123 |
|
|
2019
Q2 | $228K | Hold |
1,466
| – | – | 0.09% | 115 |
|
|
2019
Q1 | $224K | Buy |
+1,466
| New | +$220K | 0.1% | 116 |
|
|
2018
Q3 | – | Sell |
-191
| Closed | -$31K | – | 253 |
|
|
2018
Q2 | $31K | Hold |
191
| – | – | 0.02% | 224 |
|
|
2018
Q1 | $29K | Buy |
+191
| New | +$29.5K | 0.02% | 233 |
|
|
2016
Q1 | – | Sell |
-478
| Closed | -$53K | – | 237 |
|
|
2015
Q4 | $53K | Hold |
478
| – | – | 0.03% | 165 |
|
|
2015
Q3 | $52K | Hold |
478
| – | – | 0.04% | 167 |
|
|
2015
Q2 | $59K | Buy |
+478
| New | +$59.7K | 0.04% | 172 |
|
|
2014
Q2 | – | Sell |
-387
| Closed | -$45K | – | 286 |
|
|
2014
Q1 | $45K | Hold |
387
| – | – | 0.04% | 206 |
|
|
2013
Q4 | $44K | Buy |
+387
| New | +$42.7K | 0.04% | 199 |
|
Other funds holding IWM
