Leavell Investment 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 | $2.64M | Sell |
12,239
-34
| -0.3% | -$7.34K | 0.12% | 178 |
|
|
2025
Q1 | $2.45M | Sell |
12,273
-50
| -0.4% | -$9.98K | 0.12% | 174 |
|
|
2024
Q4 | $2.72M | Hold |
12,323
| – | – | 0.13% | 157 |
|
|
2024
Q3 | $2.72M | Sell |
12,323
-70
| -0.6% | -$15.5K | 0.14% | 157 |
|
|
2024
Q2 | $2.51M | Buy |
12,393
+729
| +6% | +$148K | 0.14% | 151 |
|
|
2024
Q1 | $2.45M | Sell |
11,664
-772
| -6% | -$162K | 0.14% | 143 |
|
|
2023
Q4 | $2.5M | Buy |
12,436
+4
| +0% | +$803 | 0.16% | 138 |
|
|
2023
Q3 | $2.21M | Buy |
12,432
+408
| +3% | +$72.5K | 0.15% | 139 |
|
|
2023
Q2 | $2.25M | Sell |
12,024
-10
| -0.1% | -$1.87K | 0.15% | 145 |
|
|
2023
Q1 | $2.15M | Hold |
12,034
| – | – | 0.15% | 143 |
|
|
2022
Q4 | $2.1M | Buy |
12,034
+80
| +0.7% | +$13.9K | 0.16% | 144 |
|
|
2022
Q3 | $1.97M | Hold |
11,954
| – | – | 0.16% | 142 |
|
|
2022
Q2 | $2.02M | Buy |
11,954
+76
| +0.6% | +$12.9K | 0.15% | 143 |
|
|
2022
Q1 | $2.44M | Buy |
11,878
+105
| +0.9% | +$21.6K | 0.17% | 135 |
|
|
2021
Q4 | $2.62M | Hold |
11,773
| – | – | 0.17% | 132 |
|
|
2021
Q3 | $2.58M | Buy |
11,773
+40
| +0.3% | +$8.75K | 0.19% | 125 |
|
|
2021
Q2 | $2.59M | Hold |
11,733
| – | – | 0.21% | 121 |
|
|
2021
Q1 | $2.59M | Hold |
11,733
| – | – | 0.21% | 121 |
|
|
2020
Q4 | $2.3M | Sell |
11,733
-61
| -0.5% | -$12K | 0.2% | 123 |
|
|
2020
Q3 | $1.77M | Hold |
11,794
| – | – | 0.15% | 136 |
|
|
2020
Q2 | $1.69M | Buy |
11,794
+133
| +1% | +$19K | 0.16% | 127 |
|
|
2020
Q1 | $1.34M | Buy |
11,661
+770
| +7% | +$88.2K | 0.15% | 132 |
|
|
2019
Q4 | $1.8M | Hold |
10,891
| – | – | 0.17% | 132 |
|
|
2019
Q3 | $1.65M | Hold |
10,891
| – | – | 0.17% | 137 |
|
|
2019
Q2 | $1.69M | Buy |
10,891
+185
| +2% | +$28.8K | 0.18% | 136 |
|
|
2019
Q1 | $1.64M | Sell |
10,706
-5
| -0% | -$765 | 0.18% | 135 |
|
|
2018
Q4 | $1.43M | Buy |
10,711
+64
| +0.6% | +$8.57K | 0.18% | 136 |
|
|
2018
Q3 | $1.8M | Buy |
10,647
+140
| +1% | +$23.7K | 0.19% | 127 |
|
|
2018
Q2 | $1.72M | Hold |
10,507
| – | – | 0.2% | 129 |
|
|
2018
Q1 | $1.6M | Hold |
10,507
| – | – | 0.19% | 134 |
|
|
2017
Q4 | $1.6M | Sell |
10,507
-335
| -3% | -$51.1K | 0.19% | 137 |
|
|
2017
Q3 | $1.61M | Sell |
10,842
-565
| -5% | -$83.7K | 0.2% | 134 |
|
|
2017
Q2 | $1.61M | Hold |
11,407
| – | – | 0.2% | 127 |
|
|
2017
Q1 | $1.57M | Hold |
11,407
| – | – | 0.2% | 125 |
|
|
2016
Q4 | $1.54M | Hold |
11,407
| – | – | 0.21% | 121 |
|
|
2016
Q3 | $1.42M | Buy |
11,407
+460
| +4% | +$57.1K | 0.21% | 130 |
|
|
2016
Q2 | $1.26M | Buy |
10,947
+44
| +0.4% | +$5.06K | 0.19% | 134 |
|
|
2016
Q1 | $1.21M | Sell |
10,903
-15
| -0.1% | -$1.66K | 0.18% | 138 |
|
|
2015
Q4 | $1.23M | Hold |
10,918
| – | – | 0.18% | 135 |
|
|
2015
Q3 | $1.19M | Sell |
10,918
-500
| -4% | -$54.6K | 0.19% | 134 |
|
|
2015
Q2 | $1.43M | Sell |
11,418
-15
| -0.1% | -$1.87K | 0.22% | 132 |
|
|
2015
Q1 | $1.42M | Hold |
11,433
| – | – | 0.22% | 138 |
|
|
2014
Q4 | $1.37M | Sell |
11,433
-472
| -4% | -$56.5K | 0.21% | 141 |
|
|
2014
Q3 | $1.3M | Sell |
11,905
-16,050
| -57% | -$1.76M | 0.21% | 142 |
|
|
2014
Q2 | $3.32M | Sell |
27,955
-790
| -3% | -$93.9K | 0.53% | 51 |
|
|
2014
Q1 | $3.34M | Buy |
28,745
+1,681
| +6% | +$196K | 0.56% | 50 |
|
|
2013
Q4 | $3.12M | Hold |
27,064
| – | – | 0.53% | 52 |
|
|
2013
Q3 | $2.89M | Buy |
27,064
+700
| +3% | +$74.6K | 0.52% | 54 |
|
|
2013
Q2 | $2.56M | Buy |
+26,364
| New | +$2.56M | 0.48% | 57 |
|