LPL Financial’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
Q2 | $1.52B | Buy |
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|
2025
Q1 | $1.38B | Sell |
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|
2024
Q4 | $1.55B | Buy |
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|
2024
Q3 | $1.49B | Buy |
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|
2024
Q2 | $1.26B | Buy |
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|
2024
Q1 | $1.25B | Buy |
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|
2023
Q4 | $1.12B | Buy |
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|
2023
Q3 | $922M | Buy |
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|
2023
Q2 | $966M | Buy |
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|
2023
Q1 | $919M | Sell |
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|
2022
Q4 | $908M | Sell |
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|
2022
Q3 | $876M | Sell |
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|
2022
Q2 | $1.15B | Buy |
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|
2022
Q1 | $1.37B | Sell |
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|
2021
Q4 | $1.51B | Buy |
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|
2021
Q3 | $1.48B | Buy |
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|
2021
Q2 | $1.51B | Buy |
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|
2021
Q1 | $1.33B | Buy |
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|
2020
Q4 | $1.11B | Buy |
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|
2020
Q3 | $600M | Buy |
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|
2020
Q2 | $560M | Buy |
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|
2020
Q1 | $446M | Sell |
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|
2019
Q4 | $647M | Buy |
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|
2019
Q3 | $585M | Buy |
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|
2019
Q2 | $587M | Buy |
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|
2019
Q1 | $556M | Sell |
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|
2018
Q4 | $503M | Buy |
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|
2018
Q3 | $632M | Buy |
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|
2018
Q2 | $525M | Buy |
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|
2018
Q1 | $360M | Sell |
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|
2017
Q4 | $381M | Buy |
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|
2017
Q3 | $287M | Buy |
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|
2017
Q2 | $262M | Buy |
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|
2017
Q1 | $9.83M | Buy |
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|
2016
Q4 | $9.73M | Sell |
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|
2016
Q3 | $9.42M | Sell |
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|
2016
Q2 | $8.89M | Sell |
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|
2016
Q1 | $239M | Sell |
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|
2015
Q4 | $282M | Buy |
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|
2015
Q3 | $152M | Sell |
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|
2015
Q2 | $211M | Sell |
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|
2015
Q1 | $273M | Buy |
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|
2014
Q4 | $189M | Buy |
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|
2014
Q3 | $120M | Sell |
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|
2014
Q2 | $148M | Sell |
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|
2014
Q1 | $152M | Sell |
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|
2013
Q4 | $176M | Buy |
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|
2013
Q3 | $159M | Buy |
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|
2013
Q2 | $106M | Buy |
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