L. Roy Papp & Associates’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
Q1 | – | Sell |
-1,046
| Closed | -$231K | – | 177 |
|
|
2024
Q4 | $231K | Hold |
1,046
| – | – | 0.03% | 169 |
|
|
2024
Q3 | $231K | Sell |
1,046
-35
| -3% | -$7.73K | 0.03% | 169 |
|
|
2024
Q2 | $219K | Hold |
1,081
| – | – | 0.03% | 166 |
|
|
2024
Q1 | $227K | Buy |
+1,081
| New | +$227K | 0.03% | 168 |
|
|
2022
Q2 | – | Sell |
-974
| Closed | -$200K | – | 175 |
|
|
2022
Q1 | $200K | Hold |
974
| – | – | 0.03% | 172 |
|
|
2021
Q4 | $217K | Buy |
+974
| New | +$217K | 0.02% | 170 |
|
|
2015
Q2 | – | Sell |
-3,766
| Closed | -$468K | – | 147 |
|
|
2015
Q1 | $468K | Hold |
3,766
| – | – | 0.1% | 110 |
|
|
2014
Q4 | $450K | Hold |
3,766
| – | – | 0.1% | 112 |
|
|
2014
Q3 | $412K | Hold |
3,766
| – | – | 0.1% | 110 |
|
|
2014
Q2 | $447K | Hold |
3,766
| – | – | 0.1% | 108 |
|
|
2014
Q1 | $438K | Sell |
3,766
-93
| -2% | -$10.8K | 0.1% | 104 |
|
|
2013
Q4 | $445K | Hold |
3,859
| – | – | 0.1% | 105 |
|
|
2013
Q3 | $411K | Hold |
3,859
| – | – | 0.1% | 106 |
|
|
2013
Q2 | $374K | Buy |
+3,859
| New | +$374K | 0.09% | 105 |
|