Madison Asset 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 | $261K | Hold |
1,211
| – | – | ﹤0.01% | 320 |
|
|
2025
Q1 | $242K | Hold |
1,211
| – | – | ﹤0.01% | 331 |
|
|
2024
Q4 | $268K | Hold |
1,211
| – | – | ﹤0.01% | 326 |
|
|
2024
Q3 | $267K | Hold |
1,211
| – | – | ﹤0.01% | 315 |
|
|
2024
Q2 | $246K | Hold |
1,211
| – | – | ﹤0.01% | 314 |
|
|
2024
Q1 | $255K | Buy |
1,211
+197
| +19% | +$41.4K | ﹤0.01% | 318 |
|
|
2023
Q4 | $204K | Sell |
1,014
-746
| -42% | -$150K | ﹤0.01% | 320 |
|
|
2023
Q3 | $311K | Sell |
1,760
-96
| -5% | -$17K | ﹤0.01% | 307 |
|
|
2023
Q2 | $348K | Hold |
1,856
| – | – | 0.01% | 298 |
|
|
2023
Q1 | $331K | Sell |
1,856
-76
| -4% | -$13.6K | 0.01% | 284 |
|
|
2022
Q4 | $337K | Sell |
1,932
-2,466
| -56% | -$430K | 0.01% | 297 |
|
|
2022
Q3 | $725K | Sell |
4,398
-11,480
| -72% | -$1.89M | 0.01% | 286 |
|
|
2022
Q2 | $2.69M | Sell |
15,878
-2,444
| -13% | -$414K | 0.04% | 239 |
|
|
2022
Q1 | $3.76M | Sell |
18,322
-183
| -1% | -$37.6K | 0.05% | 200 |
|
|
2021
Q4 | $4.12M | Buy |
18,505
+69
| +0.4% | +$15.3K | 0.05% | 203 |
|
|
2021
Q3 | $4.03M | Buy |
18,436
+920
| +5% | +$201K | 0.06% | 208 |
|
|
2021
Q2 | $4.02M | Buy |
17,516
+1,142
| +7% | +$262K | 0.05% | 220 |
|
|
2021
Q1 | $3.62M | Buy |
16,374
+14,196
| +652% | +$3.14M | 0.05% | 223 |
|
|
2020
Q4 | $427K | Buy |
2,178
+201
| +10% | +$39.4K | 0.01% | 280 |
|
|
2020
Q3 | $296K | Buy |
+1,977
| New | +$296K | ﹤0.01% | 256 |
|
|
2020
Q1 | – | Sell |
-1,280
| Closed | -$212K | – | 287 |
|
|
2019
Q4 | $212K | Buy |
+1,280
| New | +$212K | ﹤0.01% | 287 |
|