LBMC 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 | $170M | Buy |
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|
2025
Q2 | $151M | Sell |
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|
2025
Q1 | $142M | Sell |
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|
2024
Q4 | $158M | Buy |
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|
2024
Q3 | $157M | Buy |
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|
2024
Q2 | $141M | Sell |
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|
2024
Q1 | $149M | Buy |
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|
2023
Q4 | $141M | Sell |
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|
2023
Q3 | $122M | Sell |
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|
2023
Q2 | $134M | Sell |
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|
2023
Q1 | $130M | Sell |
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|
2022
Q4 | $127M | Sell |
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|
2022
Q3 | $122M | Buy |
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|
2022
Q2 | $124M | Sell |
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|
2022
Q1 | $160M | Buy |
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|
2021
Q4 | $171M | Buy |
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|
2021
Q3 | $171K | Sell |
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|
2021
Q2 | $173M | Buy |
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|
2021
Q1 | $161M | Buy |
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|
2020
Q4 | $140M | Buy |
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|
2020
Q3 | $106M | Buy |
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|
2020
Q2 | $98.2M | Sell |
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|
2020
Q1 | $83.6M | Buy |
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|
2019
Q4 | $118M | Buy |
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|
2019
Q3 | $108M | Sell |
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|
2019
Q2 | $111M | Buy |
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|
2019
Q1 | $107M | Buy |
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|
2018
Q4 | $90.8M | Sell |
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|
2018
Q3 | $117M | Buy |
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|
2018
Q2 | $112M | Buy |
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|
2018
Q1 | $102M | Sell |
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|
2017
Q4 | $107M | Buy |
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|
2017
Q3 | $102M | Sell |
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|
2017
Q2 | $98.3M | Buy |
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|
2017
Q1 | $95.3M | Buy |
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|
2016
Q4 | $92M | Buy |
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|
2016
Q3 | $83.3M | Buy |
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|
2016
Q2 | $76.3M | Sell |
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|
2016
Q1 | $73.7M | Buy |
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|
2015
Q4 | $73.4M | Sell |
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|
2015
Q3 | $71.3M | Buy |
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|
2015
Q2 | $80.5M | Buy |
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|
2015
Q1 | $78.9M | Buy |
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|
2014
Q4 | $74M | Buy |
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|
2014
Q3 | $66.3M | Buy |
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|
2014
Q2 | $58.5M | Sell |
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|
2014
Q1 | $67.1M | Buy |
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|
2013
Q4 | $63.4M | Buy |
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|
2013
Q3 | $51.7M | Buy |
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|
2013
Q2 | $43.9M | Buy |
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