LPL Financial’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52B | Buy |
7,052,906
+156,030
| +2% | +$33.7M | 0.51% | 35 |
|
|
2025
Q1 | $1.38B | Sell |
6,896,876
-117,811
| -2% | -$23.5M | 0.54% | 32 |
|
|
2024
Q4 | $1.55B | Buy |
7,014,687
+272,006
| +4% | +$60.1M | 0.63% | 25 |
|
|
2024
Q3 | $1.49B | Buy |
6,742,681
+543,671
| +9% | +$120M | 0.66% | 25 |
|
|
2024
Q2 | $1.26B | Buy |
6,199,010
+262,312
| +4% | +$53.2M | 0.63% | 26 |
|
|
2024
Q1 | $1.25B | Buy |
5,936,698
+364,750
| +7% | +$76.7M | 0.67% | 24 |
|
|
2023
Q4 | $1.12B | Buy |
5,571,948
+353,278
| +7% | +$70.9M | 0.68% | 24 |
|
|
2023
Q3 | $922M | Buy |
5,218,670
+59,433
| +1% | +$10.5M | 0.65% | 25 |
|
|
2023
Q2 | $966M | Buy |
5,159,237
+8,439
| +0.2% | +$1.58M | 0.69% | 23 |
|
|
2023
Q1 | $919M | Sell |
5,150,798
-56,454
| -1% | -$10.1M | 0.72% | 21 |
|
|
2022
Q4 | $908M | Sell |
5,207,252
-107,253
| -2% | -$18.7M | 0.78% | 20 |
|
|
2022
Q3 | $876M | Sell |
5,314,505
-1,456,878
| -22% | -$240M | 0.85% | 17 |
|
|
2022
Q2 | $1.15B | Buy |
6,771,383
+78,145
| +1% | +$13.2M | 1.09% | 11 |
|
|
2022
Q1 | $1.37B | Sell |
6,693,238
-91,615
| -1% | -$18.8M | 1.18% | 9 |
|
|
2021
Q4 | $1.51B | Buy |
6,784,853
+29,632
| +0.4% | +$6.59M | 1.27% | 10 |
|
|
2021
Q3 | $1.48B | Buy |
6,755,221
+158,789
| +2% | +$34.7M | 1.39% | 9 |
|
|
2021
Q2 | $1.51B | Buy |
6,596,432
+571,365
| +9% | +$131M | 1.53% | 7 |
|
|
2021
Q1 | $1.33B | Buy |
6,025,067
+361,302
| +6% | +$79.8M | 1.53% | 8 |
|
|
2020
Q4 | $1.11B | Buy |
5,663,765
+1,657,169
| +41% | +$325M | 1.44% | 10 |
|
|
2020
Q3 | $600M | Buy |
4,006,596
+97,597
| +2% | +$14.6M | 0.94% | 18 |
|
|
2020
Q2 | $560M | Buy |
3,908,999
+9,107
| +0.2% | +$1.3M | 0.98% | 19 |
|
|
2020
Q1 | $446M | Sell |
3,899,892
-4,921
| -0.1% | -$563K | 0.96% | 19 |
|
|
2019
Q4 | $647M | Buy |
3,904,813
+38,091
| +1% | +$6.31M | 1.18% | 16 |
|
|
2019
Q3 | $585M | Buy |
3,866,722
+92,072
| +2% | +$13.9M | 1.19% | 15 |
|
|
2019
Q2 | $587M | Buy |
3,774,650
+140,188
| +4% | +$21.8M | 1.25% | 14 |
|
|
2019
Q1 | $556M | Sell |
3,634,462
-118,640
| -3% | -$18.2M | 1.26% | 12 |
|
|
2018
Q4 | $503M | Buy |
3,753,102
+4,306
| +0.1% | +$577K | 1.34% | 11 |
|
|
2018
Q3 | $632M | Buy |
3,748,796
+541,044
| +17% | +$91.2M | 1.51% | 10 |
|
|
2018
Q2 | $525M | Buy |
3,207,752
+833,965
| +35% | +$137M | 1.38% | 10 |
|
|
2018
Q1 | $360M | Sell |
2,373,787
-126,999
| -5% | -$19.3M | 0.99% | 16 |
|
|
2017
Q4 | $381M | Buy |
2,500,786
+564,786
| +29% | +$86.1M | 1.16% | 12 |
|
|
2017
Q3 | $287M | Buy |
1,936,000
+74,184
| +4% | +$11M | 1.01% | 14 |
|
|
2017
Q2 | $262M | Buy |
1,861,816
+1,789,678
| +2,481% | +$252M | 0.99% | 14 |
|
|
2017
Q1 | $9.83M | Buy |
72,138
+307
| +0.4% | +$41.8K | 0.07% | 244 |
|
|
2016
Q4 | $9.73M | Sell |
71,831
-4,537
| -6% | -$614K | 0.07% | 220 |
|
|
2016
Q3 | $9.42M | Sell |
76,368
-1,553
| -2% | -$192K | 0.09% | 200 |
|
|
2016
Q2 | $8.89M | Sell |
77,921
-2,112,381
| -96% | -$241M | 0.08% | 214 |
|
|
2016
Q1 | $239M | Sell |
2,190,302
-365,236
| -14% | -$39.8M | 0.66% | 27 |
|
|
2015
Q4 | $282M | Buy |
2,555,538
+1,214,730
| +91% | +$134M | 0.78% | 22 |
|
|
2015
Q3 | $152M | Sell |
1,340,808
-362,481
| -21% | -$41M | 0.84% | 19 |
|
|
2015
Q2 | $211M | Sell |
1,703,289
-489,231
| -22% | -$60.5M | 1.07% | 10 |
|
|
2015
Q1 | $273M | Buy |
2,192,520
+608,969
| +38% | +$75.8M | 1.39% | 5 |
|
|
2014
Q4 | $189M | Buy |
1,583,551
+470,864
| +42% | +$56.3M | 1.04% | 10 |
|
|
2014
Q3 | $120M | Sell |
1,112,687
-134,273
| -11% | -$14.5M | 0.72% | 20 |
|
|
2014
Q2 | $148M | Sell |
1,246,960
-62,717
| -5% | -$7.45M | 0.86% | 15 |
|
|
2014
Q1 | $152M | Sell |
1,309,677
-216,241
| -14% | -$25.2M | 0.94% | 16 |
|
|
2013
Q4 | $176M | Buy |
1,525,918
+60,666
| +4% | +$7M | 1.1% | 11 |
|
|
2013
Q3 | $159M | Buy |
1,465,252
+368,531
| +34% | +$39.9M | 1.06% | 14 |
|
|
2013
Q2 | $106M | Buy |
+1,096,721
| New | +$106M | 0.76% | 22 |
|