KCM Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.13M | Hold |
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|
2025
Q2 | $1M | Sell |
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|
2025
Q1 | $1.95M | Buy |
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|
2024
Q4 | $1.67M | Buy |
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|
2024
Q3 | $949K | Buy |
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|
2024
Q2 | $794K | Buy |
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|
2024
Q1 | $788K | Buy |
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|
2023
Q4 | $558K | Sell |
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|
2023
Q3 | $493K | Hold |
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|
2023
Q2 | $523K | Sell |
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|
2023
Q1 | $500K | Sell |
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|
2022
Q4 | $495K | Sell |
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|
2022
Q3 | $479K | Buy |
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|
2022
Q2 | $488K | Buy |
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|
2022
Q1 | $587K | Sell |
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|
2021
Q4 | $752K | Buy |
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|
2021
Q3 | $724K | Hold |
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|
2021
Q2 | $759K | Sell |
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|
2021
Q1 | $811K | Buy |
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|
2020
Q4 | $600K | Buy |
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|
2020
Q3 | $421K | Sell |
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|
2020
Q2 | $420K | Sell |
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|
2020
Q1 | $364K | Sell |
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|
2019
Q4 | $570K | Buy |
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|
2019
Q3 | $505K | Sell |
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|
2019
Q2 | $533K | Buy |
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|
2019
Q1 | $426K | Hold |
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|
2018
Q4 | $372K | Hold |
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|
2018
Q3 | $469K | Hold |
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|
2018
Q2 | $455K | Sell |
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|
2018
Q1 | $537K | Hold |
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|
2017
Q4 | $539K | Sell |
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|
2017
Q3 | $539K | Hold |
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|
2017
Q2 | $512K | Sell |
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|
2017
Q1 | $516K | Sell |
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|
2016
Q4 | $574K | Sell |
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|
2016
Q3 | $544K | Buy |
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|
2016
Q2 | $463K | Buy |
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|
2016
Q1 | $407K | Buy |
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|
2015
Q4 | $401K | Sell |
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|
2015
Q3 | $479K | Sell |
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|
2015
Q2 | $1.45M | Buy |
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|
2015
Q1 | $1.29M | Buy |
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|
2014
Q4 | $1.21M | Buy |
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|
2014
Q3 | $825K | Buy |
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|
2014
Q2 | $893K | Buy |
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|
2014
Q1 | $331K | Buy |
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|
2013
Q4 | $316K | Buy |
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|
2013
Q3 | $291K | Buy |
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|
2013
Q2 | $265K | Buy |
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