Koshinski Asset Management’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 | $1.11M | Buy |
5,148
+943
| +22% | +$203K | 0.08% | 228 |
|
|
2025
Q1 | $839K | Buy |
4,205
+140
| +3% | +$27.9K | 0.07% | 284 |
|
|
2024
Q4 | $898M | Sell |
4,065
-226
| -5% | -$49.9M | 0.08% | 260 |
|
|
2024
Q3 | $948K | Buy |
4,291
+961
| +29% | +$212K | 0.08% | 249 |
|
|
2024
Q2 | $671K | Buy |
3,330
+95
| +3% | +$19.1K | 0.06% | 283 |
|
|
2024
Q1 | $680K | Buy |
3,235
+1,820
| +129% | +$383K | 0.07% | 271 |
|
|
2023
Q4 | $284K | Sell |
1,415
-2,086
| -60% | -$419K | 0.04% | 410 |
|
|
2023
Q3 | $619K | Buy |
3,501
+252
| +8% | +$44.5K | 0.07% | 278 |
|
|
2023
Q2 | $608K | Sell |
3,249
-999
| -24% | -$187K | 0.07% | 302 |
|
|
2023
Q1 | $758K | Sell |
4,248
-286
| -6% | -$51K | 0.07% | 259 |
|
|
2022
Q4 | $791K | Buy |
4,534
+623
| +16% | +$109K | 0.08% | 268 |
|
|
2022
Q3 | $645K | Buy |
3,911
+15
| +0.4% | +$2.47K | 0.08% | 280 |
|
|
2022
Q2 | $660K | Buy |
3,896
+2
| +0.1% | +$339 | 0.07% | 310 |
|
|
2022
Q1 | $799K | Sell |
3,894
-2,591
| -40% | -$532K | 0.07% | 296 |
|
|
2021
Q4 | $1.44M | Buy |
6,485
+1,434
| +28% | +$319K | 0.12% | 188 |
|
|
2021
Q3 | $1.1M | Buy |
5,051
+1,716
| +51% | +$375K | 0.1% | 230 |
|
|
2021
Q2 | $765K | Sell |
3,335
-2,358
| -41% | -$541K | 0.1% | 233 |
|
|
2021
Q1 | $1.26M | Sell |
5,693
-443
| -7% | -$97.9K | 0.13% | 179 |
|
|
2020
Q4 | $1.2M | Buy |
6,136
+3,460
| +129% | +$678K | 0.15% | 168 |
|
|
2020
Q3 | $438 | Sell |
2,676
-3,429
| -56% | -$561 | 0.06% | 322 |
|
|
2020
Q2 | $874K | Buy |
6,105
+3,942
| +182% | +$564K | 0.14% | 185 |
|
|
2020
Q1 | $248K | Buy |
2,163
+598
| +38% | +$68.6K | 0.05% | 383 |
|
|
2019
Q4 | $259K | Buy |
+1,565
| New | +$259K | 0.04% | 432 |
|
|
2019
Q2 | – | Sell |
-1,416
| Closed | -$217 | – | 317 |
|
|
2019
Q1 | $217 | Sell |
1,416
-9,184
| -87% | -$1.41K | 0.06% | 349 |
|
|
2018
Q4 | $1.42M | Buy |
10,600
+220
| +2% | +$29.5K | 0.35% | 83 |
|
|
2018
Q3 | $1.75M | Buy |
10,380
+4,585
| +79% | +$773K | 0.25% | 121 |
|
|
2018
Q2 | $949K | Buy |
5,795
+3,421
| +144% | +$560K | 0.29% | 112 |
|
|
2018
Q1 | $360K | Buy |
2,374
+474
| +25% | +$71.9K | 0.11% | 255 |
|
|
2017
Q4 | $290K | Buy |
1,900
+67
| +4% | +$10.2K | 0.07% | 343 |
|
|
2017
Q3 | $272K | Hold |
1,833
| – | – | 0.09% | 307 |
|
|
2017
Q2 | $258K | Sell |
1,833
-125
| -6% | -$17.6K | 0.09% | 301 |
|
|
2017
Q1 | $269K | Buy |
1,958
+137
| +8% | +$18.8K | 0.11% | 255 |
|
|
2016
Q4 | $246K | Sell |
1,821
-1,038
| -36% | -$140K | 0.12% | 239 |
|
|
2016
Q3 | $355K | Sell |
2,859
-1,038
| -27% | -$129K | 0.18% | 185 |
|
|
2016
Q2 | $448K | Buy |
3,897
+1,206
| +45% | +$139K | 0.24% | 135 |
|
|
2016
Q1 | $298K | Buy |
2,691
+498
| +23% | +$55.1K | 0.19% | 163 |
|
|
2015
Q4 | $247K | Buy |
2,193
+233
| +12% | +$26.2K | 0.17% | 168 |
|
|
2015
Q3 | $245K | Sell |
1,960
-196
| -9% | -$24.5K | 0.16% | 184 |
|
|
2015
Q2 | $267K | Sell |
2,156
-363
| -14% | -$45K | 0.17% | 176 |
|
|
2015
Q1 | $313K | Sell |
2,519
-2,702
| -52% | -$336K | 0.2% | 153 |
|
|
2014
Q4 | $625K | Buy |
+5,221
| New | +$625K | 0.35% | 79 |
|