LIA
LBMC Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $151M | Sell |
701,496
-8,691
| -1% | -$1.88M | 10.8% | 3 |
|
|
2025
Q1 | $142M | Sell |
710,187
-4,686
| -0.7% | -$935K | 11.07% | 3 |
|
|
2024
Q4 | $158M | Buy |
714,873
+5,608
| +0.8% | +$1.24M | 12.45% | 3 |
|
|
2024
Q3 | $157M | Buy |
709,265
+12,519
| +2% | +$2.77M | 12.38% | 3 |
|
|
2024
Q2 | $141M | Sell |
696,746
-9,528
| -1% | -$1.93M | 12.26% | 3 |
|
|
2024
Q1 | $149M | Buy |
706,274
+4,669
| +0.7% | +$982K | 12.88% | 3 |
|
|
2023
Q4 | $141M | Sell |
701,605
-8,662
| -1% | -$1.74M | 13.39% | 3 |
|
|
2023
Q3 | $122M | Sell |
710,267
-6,613
| -0.9% | -$1.13M | 12.93% | 3 |
|
|
2023
Q2 | $134M | Sell |
716,880
-10,855
| -1% | -$2.03M | 13.2% | 3 |
|
|
2023
Q1 | $130M | Sell |
727,735
-2,728
| -0.4% | -$487K | 13.12% | 3 |
|
|
2022
Q4 | $127M | Sell |
730,463
-8,411
| -1% | -$1.47M | 13.44% | 3 |
|
|
2022
Q3 | $122M | Buy |
738,874
+4,278
| +0.6% | +$706K | 14.03% | 3 |
|
|
2022
Q2 | $124M | Sell |
734,596
-46,031
| -6% | -$7.8M | 13.51% | 3 |
|
|
2022
Q1 | $160M | Buy |
780,627
+11,276
| +1% | +$2.31M | 14.18% | 3 |
|
|
2021
Q4 | $171M | Buy |
769,351
+761,413
| +9,592% | +$169M | 14.79% | 3 |
|
|
2021
Q3 | $171K | Sell |
7,938
-745,282
| -99% | -$16.1M | 16% | 3 |
|
|
2021
Q2 | $173M | Buy |
753,220
+23,588
| +3% | +$5.41M | 16.43% | 3 |
|
|
2021
Q1 | $161M | Buy |
729,632
+17,426
| +2% | +$3.85M | 16.99% | 3 |
|
|
2020
Q4 | $140M | Buy |
712,206
+1,222
| +0.2% | +$240K | 16.45% | 3 |
|
|
2020
Q3 | $106M | Buy |
710,984
+25,418
| +4% | +$3.81M | 14.77% | 3 |
|
|
2020
Q2 | $98.2M | Sell |
685,566
-44,543
| -6% | -$6.38M | 15.46% | 3 |
|
|
2020
Q1 | $83.6M | Buy |
730,109
+17,586
| +2% | +$2.01M | 15.57% | 3 |
|
|
2019
Q4 | $118M | Buy |
712,523
+2,151
| +0.3% | +$356K | 16.66% | 3 |
|
|
2019
Q3 | $108M | Sell |
710,372
-1,365
| -0.2% | -$207K | 16.31% | 3 |
|
|
2019
Q2 | $111M | Buy |
711,737
+14,014
| +2% | +$2.18M | 16.75% | 3 |
|
|
2019
Q1 | $107M | Buy |
697,723
+19,409
| +3% | +$2.97M | 16.94% | 3 |
|
|
2018
Q4 | $90.8M | Sell |
678,314
-15,200
| -2% | -$2.04M | 16.73% | 3 |
|
|
2018
Q3 | $117M | Buy |
693,514
+12,079
| +2% | +$2.04M | 18.63% | 3 |
|
|
2018
Q2 | $112M | Buy |
681,435
+9,307
| +1% | +$1.52M | 18.42% | 3 |
|
|
2018
Q1 | $102M | Sell |
672,128
-26,768
| -4% | -$4.06M | 17.67% | 3 |
|
|
2017
Q4 | $107M | Buy |
698,896
+13,671
| +2% | +$2.08M | 17.38% | 3 |
|
|
2017
Q3 | $102M | Sell |
685,225
-11,982
| -2% | -$1.78M | 17.53% | 3 |
|
|
2017
Q2 | $98.3M | Buy |
697,207
+4,152
| +0.6% | +$585K | 17.26% | 3 |
|
|
2017
Q1 | $95.3M | Buy |
693,055
+10,940
| +2% | +$1.5M | 17.05% | 3 |
|
|
2016
Q4 | $92M | Buy |
682,115
+11,192
| +2% | +$1.51M | 17.23% | 3 |
|
|
2016
Q3 | $83.3M | Buy |
670,923
+7,097
| +1% | +$882K | 15.99% | 3 |
|
|
2016
Q2 | $76.3M | Sell |
663,826
-2,275
| -0.3% | -$262K | 15.3% | 3 |
|
|
2016
Q1 | $73.7M | Buy |
666,101
+14,770
| +2% | +$1.63M | 15.23% | 3 |
|
|
2015
Q4 | $73.4M | Sell |
651,331
-1,421
| -0.2% | -$160K | 15.83% | 3 |
|
|
2015
Q3 | $71.3M | Buy |
652,752
+7,866
| +1% | +$859K | 16.12% | 3 |
|
|
2015
Q2 | $80.5M | Buy |
644,886
+10,596
| +2% | +$1.32M | 17.09% | 2 |
|
|
2015
Q1 | $78.9M | Buy |
634,290
+15,654
| +3% | +$1.95M | 17.63% | 2 |
|
|
2014
Q4 | $74M | Buy |
618,636
+12,425
| +2% | +$1.49M | 17.18% | 2 |
|
|
2014
Q3 | $66.3M | Buy |
606,211
+113,600
| +23% | +$12.4M | 16.08% | 3 |
|
|
2014
Q2 | $58.5M | Sell |
492,611
-84,364
| -15% | -$10M | 15.82% | 2 |
|
|
2014
Q1 | $67.1M | Buy |
576,975
+27,190
| +5% | +$3.16M | 16.9% | 2 |
|
|
2013
Q4 | $63.4M | Buy |
549,785
+64,789
| +13% | +$7.47M | 16.61% | 2 |
|
|
2013
Q3 | $51.7M | Buy |
484,996
+32,049
| +7% | +$3.42M | 15.27% | 2 |
|
|
2013
Q2 | $43.9M | Buy |
+452,947
| New | +$43.9M | 15.24% | 2 |
|