Maple 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
Q2 | – | Sell |
-1,956
| Closed | -$390K | – | 123 |
|
|
2025
Q1 | $390K | Buy |
+1,956
| New | +$424K | 0.03% | 86 |
|
|
2022
Q1 | – | Sell |
-1,113
| Closed | -$248K | – | 106 |
|
|
2021
Q4 | $248K | Buy |
+1,113
| New | +$251K | 0.03% | 94 |
|
|
2020
Q1 | – | Sell |
-1,464
| Closed | -$243K | – | 106 |
|
|
2019
Q4 | $243K | Sell |
1,464
-146
| -9% | -$23.1K | 0.05% | 109 |
|
|
2019
Q3 | $244K | Buy |
1,610
+25
| +2% | +$3.82K | 0.05% | 105 |
|
|
2019
Q2 | $246K | Sell |
1,585
-197
| -11% | -$30.4K | 0.06% | 109 |
|
|
2019
Q1 | $273K | Buy |
1,782
+71
| +4% | +$10.7K | 0.06% | 101 |
|
|
2018
Q4 | $229K | Buy |
1,711
+131
| +8% | +$19.5K | 0.06% | 111 |
|
|
2018
Q3 | $266K | Sell |
1,580
-70
| -4% | -$11.8K | 0.06% | 109 |
|
|
2018
Q2 | $270K | Hold |
1,650
| – | – | 0.07% | 109 |
|
|
2018
Q1 | $251K | Sell |
1,650
-1,525
| -48% | -$236K | 0.06% | 118 |
|
|
2017
Q4 | $484K | Hold |
3,175
| – | – | 0.12% | 85 |
|
|
2017
Q3 | $470K | Sell |
3,175
-192
| -6% | -$27K | 0.13% | 84 |
|
|
2017
Q2 | $474K | Hold |
3,367
| – | – | 0.14% | 81 |
|
|
2017
Q1 | $463K | Sell |
3,367
-48
| -1% | -$6.56K | 0.14% | 86 |
|
|
2016
Q4 | $461K | Hold |
3,415
| – | – | 0.14% | 85 |
|
|
2016
Q3 | $424K | Buy |
3,415
+190
| +6% | +$23.1K | 0.14% | 89 |
|
|
2016
Q2 | $371K | Buy |
3,225
+55
| +2% | +$6.21K | 0.14% | 88 |
|
|
2016
Q1 | $351K | Hold |
3,170
| – | – | 0.13% | 90 |
|
|
2015
Q4 | $357K | Sell |
3,170
-20
| -0.6% | -$2.31K | 0.13% | 94 |
|
|
2015
Q3 | $348K | Buy |
3,190
+68
| +2% | +$8.06K | 0.13% | 97 |
|
|
2015
Q2 | $390K | Buy |
3,122
+183
| +6% | +$22.9K | 0.13% | 92 |
|
|
2015
Q1 | $366K | Buy |
2,939
+192
| +7% | +$23.1K | 0.13% | 94 |
|
|
2014
Q4 | $329K | Hold |
2,747
| – | – | 0.12% | 100 |
|
|
2014
Q3 | $300K | Hold |
2,747
| – | – | 0.11% | 99 |
|
|
2014
Q2 | $326K | Sell |
2,747
-500
| -15% | -$56.8K | 0.12% | 98 |
|
|
2014
Q1 | $378K | Hold |
3,247
| – | – | 0.15% | 89 |
|
|
2013
Q4 | $375K | Hold |
3,247
| – | – | 0.15% | 96 |
|
|
2013
Q3 | $346K | Hold |
3,247
| – | – | 0.15% | 93 |
|
|
2013
Q2 | $315K | Buy |
+3,247
| New | +$310K | 0.14% | 94 |
|
Other funds holding IWM
