MAI Capital Management’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
Q3 | $117M | Buy |
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|
2025
Q2 | $104M | Buy |
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|
2025
Q1 | $88.5M | Sell |
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|
2024
Q4 | $101M | Buy |
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|
2024
Q3 | $97.7M | Buy |
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|
2024
Q2 | $88.1M | Buy |
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|
2024
Q1 | $90.9M | Buy |
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|
2023
Q4 | $75.1M | Sell |
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|
2023
Q3 | $67.8M | Sell |
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|
2023
Q2 | $72.3M | Sell |
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|
2023
Q1 | $69.9M | Buy |
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|
2022
Q4 | $67M | Buy |
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|
2022
Q3 | $62.9M | Buy |
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|
2022
Q2 | $60.3M | Buy |
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|
2022
Q1 | $70.1M | Buy |
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|
2021
Q4 | $72.1M | Buy |
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|
2021
Q3 | $66M | Buy |
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|
2021
Q2 | $66.9M | Buy |
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|
2021
Q1 | $60.7M | Buy |
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|
2020
Q4 | $52.1M | Buy |
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|
2020
Q3 | $38.3M | Buy |
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|
2020
Q2 | $35.8M | Sell |
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|
2020
Q1 | $31.4M | Sell |
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|
2019
Q4 | $47M | Sell |
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|
2019
Q3 | $43.1M | Buy |
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|
2019
Q2 | $43.1M | Buy |
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|
2019
Q1 | $28.5M | Sell |
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|
2018
Q4 | $25.6M | Buy |
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|
2018
Q3 | $30.7M | Sell |
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|
2018
Q2 | $30.5M | Buy |
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|
2018
Q1 | $28.2M | Buy |
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|
2017
Q4 | $27.4M | Sell |
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|
2017
Q3 | $27M | Buy |
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|
2017
Q2 | $25.5M | Buy |
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|
2017
Q1 | $24.3M | Buy |
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|
2016
Q4 | $22.6M | Buy |
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|
2016
Q3 | $19.8M | Sell |
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|
2016
Q2 | $18.4M | Sell |
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|
2016
Q1 | $18.3M | Sell |
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|
2015
Q4 | $19M | Buy |
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|
2015
Q3 | $17.4M | Sell |
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|
2015
Q2 | $20.1M | Buy |
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|
2015
Q1 | $19.6M | Buy |
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|
2014
Q4 | $17.3M | Buy |
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