Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-36,005
| Closed | -$7.22M | – | 72 |
|
|
2023
Q4 | $7.22M | Buy |
36,005
+34,048
| +1,740% | +$6.83M | 1.43% | 22 |
|
|
2023
Q3 | $352K | Hold |
1,957
| – | – | 0.08% | 79 |
|
|
2023
Q2 | $366K | Hold |
1,957
| – | – | 0.08% | 80 |
|
|
2023
Q1 | $343K | Hold |
1,957
| – | – | 0.08% | 83 |
|
|
2022
Q4 | $343K | Hold |
1,957
| – | – | 0.08% | 85 |
|
|
2022
Q3 | $326K | Hold |
1,957
| – | – | 0.08% | 86 |
|
|
2022
Q2 | $329K | Sell |
1,957
-23,694
| -92% | -$3.98M | 0.07% | 85 |
|
|
2022
Q1 | $5.23M | Hold |
25,651
| – | – | 0.92% | 31 |
|
|
2021
Q4 | $5.71M | Hold |
25,651
| – | – | 0.95% | 32 |
|
|
2021
Q3 | $5.61M | Hold |
25,651
| – | – | 1.02% | 28 |
|
|
2021
Q2 | $5.88M | Hold |
25,651
| – | – | 1.04% | 27 |
|
|
2021
Q1 | $5.68M | Hold |
25,651
| – | – | 1.18% | 24 |
|
|
2020
Q4 | $5.03M | Buy |
25,651
+2,188
| +9% | +$429K | 1.12% | 26 |
|
|
2020
Q3 | $3.52M | Hold |
23,463
| – | – | 1.21% | 24 |
|
|
2020
Q2 | $3.36M | Buy |
+23,463
| New | +$3.36M | 1.38% | 24 |
|
|
2020
Q1 | – | Sell |
-16,318
| Closed | -$2.7M | – | 72 |
|
|
2019
Q4 | $2.7M | Buy |
16,318
+13,354
| +451% | +$2.21M | 1.74% | 17 |
|
|
2019
Q3 | $454 | Hold |
2,964
| – | – | 0.19% | 64 |
|
|
2019
Q2 | $454K | Hold |
2,964
| – | – | 0.35% | 60 |
|
|
2019
Q1 | $454K | Buy |
2,964
+502
| +20% | +$76.9K | 0.4% | 51 |
|
|
2018
Q4 | $330K | Buy |
+2,462
| New | +$330K | 0.33% | 49 |
|
|
2018
Q1 | – | Sell |
-520
| Closed | -$79K | – | 37 |
|
|
2017
Q4 | $79K | Hold |
520
| – | – | 0.09% | 27 |
|
|
2017
Q3 | $77K | Hold |
520
| – | – | 0.09% | 27 |
|
|
2017
Q2 | $73K | Hold |
520
| – | – | 0.08% | 29 |
|
|
2017
Q1 | $71K | Hold |
520
| – | – | 0.09% | 26 |
|
|
2016
Q4 | $70K | Hold |
520
| – | – | 0.08% | 30 |
|
|
2016
Q3 | $65K | Buy |
520
+207
| +66% | +$25.9K | 0.07% | 33 |
|
|
2016
Q2 | $36K | Hold |
313
| – | – | 0.03% | 33 |
|
|
2016
Q1 | $35K | Hold |
313
| – | – | 0.03% | 33 |
|
|
2015
Q4 | $35K | Hold |
313
| – | – | 0.02% | 36 |
|
|
2015
Q3 | $34K | Hold |
313
| – | – | 0.02% | 36 |
|
|
2015
Q2 | $39K | Hold |
313
| – | – | 0.02% | 34 |
|
|
2015
Q1 | $40K | Buy |
313
+300
| +2,308% | +$38.3K | 0.03% | 30 |
|
|
2014
Q4 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 31 |
|