LA
Lynch & Associates’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $561K | Hold |
2,600
| – | – | 0.11% | 95 |
|
|
2025
Q1 | $519K | Hold |
2,600
| – | – | 0.11% | 93 |
|
|
2024
Q4 | $574K | Hold |
2,600
| – | – | 0.12% | 87 |
|
|
2024
Q3 | $574K | Hold |
2,600
| – | – | 0.12% | 89 |
|
|
2024
Q2 | $528K | Hold |
2,600
| – | – | 0.12% | 86 |
|
|
2024
Q1 | $547K | Hold |
2,600
| – | – | 0.13% | 84 |
|
|
2023
Q4 | $522K | Hold |
2,600
| – | – | 0.13% | 85 |
|
|
2023
Q3 | $460K | Hold |
2,600
| – | – | 0.12% | 87 |
|
|
2023
Q2 | $487K | Hold |
2,600
| – | – | 0.12% | 80 |
|
|
2023
Q1 | $464K | Hold |
2,600
| – | – | 0.12% | 81 |
|
|
2022
Q4 | $453K | Hold |
2,600
| – | – | 0.12% | 81 |
|
|
2022
Q3 | $429K | Sell |
2,600
-100
| -4% | -$16.5K | 0.13% | 81 |
|
|
2022
Q2 | $457K | Hold |
2,700
| – | – | 0.12% | 79 |
|
|
2022
Q1 | $554K | Hold |
2,700
| – | – | 0.13% | 79 |
|
|
2021
Q4 | $601K | Hold |
2,700
| – | – | 0.14% | 78 |
|
|
2021
Q3 | $591K | Sell |
2,700
-100
| -4% | -$21.9K | 0.15% | 79 |
|
|
2021
Q2 | $642K | Hold |
2,800
| – | – | 0.16% | 77 |
|
|
2021
Q1 | $619K | Hold |
2,800
| – | – | 0.17% | 75 |
|
|
2020
Q4 | $549K | Hold |
2,800
| – | – | 0.15% | 78 |
|
|
2020
Q3 | $419K | Sell |
2,800
-111
| -4% | -$16.6K | 0.13% | 77 |
|
|
2020
Q2 | $417K | Hold |
2,911
| – | – | 0.13% | 78 |
|
|
2020
Q1 | $333K | Buy |
2,911
+334
| +13% | +$38.2K | 0.12% | 81 |
|
|
2019
Q4 | $427K | Hold |
2,577
| – | – | 0.12% | 82 |
|
|
2019
Q3 | $390K | Hold |
2,577
| – | – | 0.12% | 80 |
|
|
2019
Q2 | $401K | Hold |
2,577
| – | – | 0.13% | 79 |
|
|
2019
Q1 | $395K | Sell |
2,577
-200
| -7% | -$30.7K | 0.13% | 76 |
|
|
2018
Q4 | $372K | Hold |
2,777
| – | – | 0.14% | 76 |
|
|
2018
Q3 | $468K | Sell |
2,777
-614
| -18% | -$103K | 0.16% | 76 |
|
|
2018
Q2 | $555K | Buy |
3,391
+364
| +12% | +$59.6K | 0.2% | 70 |
|
|
2018
Q1 | $460K | Sell |
3,027
-108
| -3% | -$16.4K | 0.18% | 77 |
|
|
2017
Q4 | $478K | Hold |
3,135
| – | – | 0.18% | 71 |
|
|
2017
Q3 | $465K | Sell |
3,135
-100
| -3% | -$14.8K | 0.18% | 72 |
|
|
2017
Q2 | $456K | Hold |
3,235
| – | – | 0.18% | 77 |
|
|
2017
Q1 | $445K | Sell |
3,235
-1,514
| -32% | -$208K | 0.18% | 78 |
|
|
2016
Q4 | $640K | Sell |
4,749
-594
| -11% | -$80.1K | 0.27% | 66 |
|
|
2016
Q3 | $664K | Sell |
5,343
-465
| -8% | -$57.8K | 0.29% | 65 |
|
|
2016
Q2 | $668K | Sell |
5,808
-175
| -3% | -$20.1K | 0.3% | 64 |
|
|
2016
Q1 | $662K | Sell |
5,983
-50
| -0.8% | -$5.53K | 0.31% | 64 |
|
|
2015
Q4 | $679K | Sell |
6,033
-1,440
| -19% | -$162K | 0.35% | 58 |
|
|
2015
Q3 | $816K | Sell |
7,473
-125
| -2% | -$13.6K | 0.45% | 57 |
|
|
2015
Q2 | $949K | Hold |
7,598
| – | – | 0.5% | 59 |
|
|
2015
Q1 | $945K | Sell |
7,598
-9,101
| -55% | -$1.13M | 0.5% | 57 |
|
|
2014
Q4 | $2M | Buy |
16,699
+320
| +2% | +$38.3K | 1.07% | 31 |
|
|
2014
Q3 | $1.79M | Buy |
16,379
+1,655
| +11% | +$181K | 1.01% | 34 |
|
|
2014
Q2 | $1.75M | Sell |
14,724
-62
| -0.4% | -$7.37K | 1% | 34 |
|
|
2014
Q1 | $1.72M | Buy |
14,786
+861
| +6% | +$100K | 1.01% | 35 |
|
|
2013
Q4 | $1.61M | Buy |
13,925
+595
| +4% | +$68.6K | 0.96% | 37 |
|
|
2013
Q3 | $1.42M | Sell |
13,330
-39
| -0.3% | -$4.16K | 0.95% | 36 |
|
|
2013
Q2 | $1.3M | Buy |
+13,369
| New | +$1.3M | 0.9% | 36 |
|