KCM Investment Advisors’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 | $1M | Sell |
4,652
-5,132
| -52% | -$1.11M | 0.03% | 213 |
|
|
2025
Q1 | $1.95M | Buy |
9,784
+2,216
| +29% | +$442K | 0.07% | 153 |
|
|
2024
Q4 | $1.67M | Buy |
7,568
+3,272
| +76% | +$723K | 0.06% | 172 |
|
|
2024
Q3 | $949K | Buy |
4,296
+382
| +10% | +$84.4K | 0.03% | 215 |
|
|
2024
Q2 | $794K | Buy |
3,914
+167
| +4% | +$33.9K | 0.03% | 227 |
|
|
2024
Q1 | $788K | Buy |
3,747
+966
| +35% | +$203K | 0.03% | 226 |
|
|
2023
Q4 | $558K | Sell |
2,781
-10
| -0.4% | -$2.01K | 0.02% | 245 |
|
|
2023
Q3 | $493K | Hold |
2,791
| – | – | 0.02% | 248 |
|
|
2023
Q2 | $523K | Sell |
2,791
-13
| -0.5% | -$2.43K | 0.02% | 255 |
|
|
2023
Q1 | $500K | Sell |
2,804
-33
| -1% | -$5.89K | 0.02% | 271 |
|
|
2022
Q4 | $495K | Sell |
2,837
-65
| -2% | -$11.3K | 0.02% | 265 |
|
|
2022
Q3 | $479K | Buy |
2,902
+20
| +0.7% | +$3.3K | 0.02% | 253 |
|
|
2022
Q2 | $488K | Buy |
2,882
+24
| +0.8% | +$4.06K | 0.02% | 264 |
|
|
2022
Q1 | $587K | Sell |
2,858
-522
| -15% | -$107K | 0.02% | 263 |
|
|
2021
Q4 | $752K | Buy |
3,380
+70
| +2% | +$15.6K | 0.03% | 238 |
|
|
2021
Q3 | $724K | Hold |
3,310
| – | – | 0.03% | 226 |
|
|
2021
Q2 | $759K | Sell |
3,310
-359
| -10% | -$82.3K | 0.03% | 225 |
|
|
2021
Q1 | $811K | Buy |
3,669
+609
| +20% | +$135K | 0.04% | 217 |
|
|
2020
Q4 | $600K | Buy |
3,060
+250
| +9% | +$49K | 0.03% | 220 |
|
|
2020
Q3 | $421K | Sell |
2,810
-120
| -4% | -$18K | 0.02% | 228 |
|
|
2020
Q2 | $420K | Sell |
2,930
-250
| -8% | -$35.8K | 0.02% | 242 |
|
|
2020
Q1 | $364K | Sell |
3,180
-263
| -8% | -$30.1K | 0.02% | 244 |
|
|
2019
Q4 | $570K | Buy |
3,443
+108
| +3% | +$17.9K | 0.03% | 228 |
|
|
2019
Q3 | $505K | Sell |
3,335
-95
| -3% | -$14.4K | 0.03% | 233 |
|
|
2019
Q2 | $533K | Buy |
3,430
+650
| +23% | +$101K | 0.03% | 227 |
|
|
2019
Q1 | $426K | Hold |
2,780
| – | – | 0.03% | 244 |
|
|
2018
Q4 | $372K | Hold |
2,780
| – | – | 0.02% | 375 |
|
|
2018
Q3 | $469K | Hold |
2,780
| – | – | 0.03% | 365 |
|
|
2018
Q2 | $455K | Sell |
2,780
-756
| -21% | -$124K | 0.03% | 365 |
|
|
2018
Q1 | $537K | Hold |
3,536
| – | – | 0.03% | 343 |
|
|
2017
Q4 | $539K | Sell |
3,536
-100
| -3% | -$15.2K | 0.03% | 343 |
|
|
2017
Q3 | $539K | Hold |
3,636
| – | – | 0.03% | 342 |
|
|
2017
Q2 | $512K | Sell |
3,636
-115
| -3% | -$16.2K | 0.03% | 350 |
|
|
2017
Q1 | $516K | Sell |
3,751
-505
| -12% | -$69.5K | 0.03% | 358 |
|
|
2016
Q4 | $574K | Sell |
4,256
-127
| -3% | -$17.1K | 0.04% | 330 |
|
|
2016
Q3 | $544K | Buy |
4,383
+359
| +9% | +$44.6K | 0.04% | 348 |
|
|
2016
Q2 | $463K | Buy |
4,024
+344
| +9% | +$39.6K | 0.03% | 362 |
|
|
2016
Q1 | $407K | Buy |
3,680
+117
| +3% | +$12.9K | 0.03% | 373 |
|
|
2015
Q4 | $401K | Sell |
3,563
-819
| -19% | -$92.2K | 0.03% | 375 |
|
|
2015
Q3 | $479K | Sell |
4,382
-7,221
| -62% | -$789K | 0.04% | 350 |
|
|
2015
Q2 | $1.45M | Buy |
11,603
+1,200
| +12% | +$150K | 0.12% | 210 |
|
|
2015
Q1 | $1.29M | Buy |
10,403
+310
| +3% | +$38.6K | 0.1% | 218 |
|
|
2014
Q4 | $1.21M | Buy |
10,093
+2,544
| +34% | +$304K | 0.1% | 222 |
|
|
2014
Q3 | $825K | Buy |
7,549
+32
| +0.4% | +$3.5K | 0.08% | 249 |
|
|
2014
Q2 | $893K | Buy |
7,517
+4,676
| +165% | +$555K | 0.08% | 240 |
|
|
2014
Q1 | $331K | Buy |
2,841
+106
| +4% | +$12.4K | 0.03% | 360 |
|
|
2013
Q4 | $316K | Buy |
2,735
+1
| +0% | +$116 | 0.03% | 356 |
|
|
2013
Q3 | $291K | Buy |
2,734
+1
| +0% | +$106 | 0.03% | 359 |
|
|
2013
Q2 | $265K | Buy |
+2,733
| New | +$265K | 0.03% | 372 |
|