Kayne Anderson Rudnick 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 | $29.2M | Buy |
135,511
+46,336
| +52% | +$10M | 0.07% | 168 |
|
|
2025
Q1 | $17.8M | Sell |
89,175
-47,085
| -35% | -$9.4M | 0.04% | 206 |
|
|
2024
Q4 | $30.1M | Buy |
136,260
+95,867
| +237% | +$21.2M | 0.07% | 172 |
|
|
2024
Q3 | $8.93M | Sell |
40,393
-8,915
| -18% | -$1.97M | 0.02% | 244 |
|
|
2024
Q2 | $10M | Buy |
49,308
+28,056
| +132% | +$5.7M | 0.02% | 247 |
|
|
2024
Q1 | $4.48M | Sell |
21,252
-89,475
| -81% | -$18.8M | 0.01% | 297 |
|
|
2023
Q4 | $22.2M | Buy |
110,727
+83,143
| +301% | +$16.7M | 0.06% | 191 |
|
|
2023
Q3 | $4.88M | Sell |
27,584
-9,460
| -26% | -$1.67M | 0.01% | 291 |
|
|
2023
Q2 | $6.94M | Buy |
37,044
+16,239
| +78% | +$3.04M | 0.02% | 273 |
|
|
2023
Q1 | $3.72M | Sell |
20,805
-490,965
| -96% | -$87.7M | 0.01% | 309 |
|
|
2022
Q4 | $89.3M | Buy |
511,770
+339,059
| +196% | +$59.2M | 0.28% | 101 |
|
|
2022
Q3 | $28.5M | Buy |
172,711
+87,900
| +104% | +$14.5M | 0.09% | 154 |
|
|
2022
Q2 | $14.4M | Sell |
84,811
-63,346
| -43% | -$10.7M | 0.05% | 206 |
|
|
2022
Q1 | $30.4M | Sell |
148,157
-153,629
| -51% | -$31.6M | 0.08% | 168 |
|
|
2021
Q4 | $67.2M | Buy |
301,786
+285,137
| +1,713% | +$63.5M | 0.15% | 136 |
|
|
2021
Q3 | $3.64M | Buy |
16,649
+7,053
| +73% | +$1.54M | 0.01% | 284 |
|
|
2021
Q2 | $2.2M | Sell |
9,596
-4,049
| -30% | -$930K | 0.01% | 298 |
|
|
2021
Q1 | $3.01M | Sell |
13,645
-105,674
| -89% | -$23.3M | 0.01% | 285 |
|
|
2020
Q4 | $23.4M | Buy |
119,319
+97,789
| +454% | +$19.2M | 0.07% | 173 |
|
|
2020
Q3 | $3.22M | Buy |
21,530
+3,391
| +19% | +$508K | 0.01% | 262 |
|
|
2020
Q2 | $2.6M | Sell |
18,139
-158,620
| -90% | -$22.7M | 0.01% | 260 |
|
|
2020
Q1 | $20.3M | Sell |
176,759
-67,767
| -28% | -$7.77M | 0.12% | 133 |
|
|
2019
Q4 | $40.6M | Buy |
244,526
+224,303
| +1,109% | +$37.2M | 0.2% | 106 |
|
|
2019
Q3 | $3.06M | Sell |
20,223
-7,351
| -27% | -$1.11M | 0.02% | 240 |
|
|
2019
Q2 | $4.3M | Buy |
27,574
+15,195
| +123% | +$2.37M | 0.02% | 231 |
|
|
2019
Q1 | $1.9M | Sell |
12,379
-462,813
| -97% | -$70.9M | 0.01% | 255 |
|
|
2018
Q4 | $63.7M | Buy |
475,192
+463,112
| +3,834% | +$62.1M | 0.44% | 64 |
|
|
2018
Q3 | $2.04M | Buy |
12,080
+222
| +2% | +$37.4K | 0.01% | 253 |
|
|
2018
Q2 | $1.94M | Buy |
11,858
+355
| +3% | +$58.1K | 0.01% | 259 |
|
|
2018
Q1 | $1.75M | Sell |
11,503
-64,081
| -85% | -$9.74M | 0.01% | 274 |
|
|
2017
Q4 | $11.5M | Buy |
75,584
+60,988
| +418% | +$9.3M | 0.09% | 168 |
|
|
2017
Q3 | $2.16M | Buy |
14,596
+2,126
| +17% | +$315K | 0.02% | 252 |
|
|
2017
Q2 | $1.76M | Buy |
12,470
+505
| +4% | +$71.2K | 0.02% | 264 |
|
|
2017
Q1 | $1.65M | Sell |
11,965
-27,117
| -69% | -$3.73M | 0.02% | 271 |
|
|
2016
Q4 | $5.27M | Buy |
39,082
+27,068
| +225% | +$3.65M | 0.06% | 192 |
|
|
2016
Q3 | $1.49M | Buy |
12,014
+36
| +0.3% | +$4.47K | 0.02% | 266 |
|
|
2016
Q2 | $1.38M | Sell |
11,978
-9
| -0.1% | -$1.04K | 0.02% | 261 |
|
|
2016
Q1 | $1.33M | Sell |
11,987
-27,191
| -69% | -$3.01M | 0.02% | 252 |
|
|
2015
Q4 | $4.41M | Buy |
39,178
+21,667
| +124% | +$2.44M | 0.07% | 169 |
|
|
2015
Q3 | $1.91M | Buy |
17,511
+7,672
| +78% | +$838K | 0.03% | 211 |
|
|
2015
Q2 | $1.23M | Hold |
9,839
| – | – | 0.02% | 237 |
|
|
2015
Q1 | $1.22M | Sell |
9,839
-7,414
| -43% | -$922K | 0.02% | 238 |
|
|
2014
Q4 | $2.06M | Buy |
17,253
+7,612
| +79% | +$911K | 0.03% | 206 |
|
|
2014
Q3 | $1.05M | Buy |
9,641
+1,401
| +17% | +$153K | 0.02% | 244 |
|
|
2014
Q2 | $979K | Sell |
8,240
-1,360
| -14% | -$162K | 0.02% | 244 |
|
|
2014
Q1 | $1.12M | Sell |
9,600
-1,420
| -13% | -$165K | 0.02% | 233 |
|
|
2013
Q4 | $1.27M | Buy |
11,020
+2,913
| +36% | +$336K | 0.02% | 218 |
|
|
2013
Q3 | $864K | Buy |
8,107
+185
| +2% | +$19.7K | 0.02% | 229 |
|
|
2013
Q2 | $768K | Buy |
+7,922
| New | +$768K | 0.02% | 225 |
|