Mirador Capital Partners’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 | $479K | Sell |
2,220
-461
| -17% | -$99.5K | 0.08% | 142 |
|
|
2025
Q1 | $535K | Sell |
2,681
-118
| -4% | -$23.5K | 0.09% | 132 |
|
|
2024
Q4 | $618K | Buy |
2,799
+518
| +23% | +$114K | 0.11% | 116 |
|
|
2024
Q3 | $504K | Buy |
2,281
+66
| +3% | +$14.6K | 0.09% | 125 |
|
|
2024
Q2 | $449K | Sell |
2,215
-19,022
| -90% | -$3.86M | 0.08% | 126 |
|
|
2024
Q1 | $4.47M | Buy |
21,237
+18,900
| +809% | +$3.97M | 0.85% | 33 |
|
|
2023
Q4 | $469K | Buy |
2,337
+841
| +56% | +$169K | 0.1% | 123 |
|
|
2023
Q3 | $264K | Sell |
1,496
-5,787
| -79% | -$1.02M | 0.06% | 155 |
|
|
2023
Q2 | $1.36M | Buy |
7,283
+6,075
| +503% | +$1.14M | 0.32% | 66 |
|
|
2023
Q1 | $216K | Sell |
1,208
-54
| -4% | -$9.63K | 0.05% | 178 |
|
|
2022
Q4 | $220K | Buy |
+1,262
| New | +$220K | 0.05% | 175 |
|
|
2022
Q1 | – | Sell |
-3,116
| Closed | -$693K | – | 208 |
|
|
2021
Q4 | $693K | Buy |
+3,116
| New | +$693K | 0.15% | 112 |
|
|
2020
Q1 | – | Sell |
-1,858
| Closed | -$308K | – | 154 |
|
|
2019
Q4 | $308K | Buy |
1,858
+43
| +2% | +$7.13K | 0.12% | 144 |
|
|
2019
Q3 | $275K | Buy |
1,815
+159
| +10% | +$24.1K | 0.12% | 141 |
|
|
2019
Q2 | $258K | Sell |
1,656
-99
| -6% | -$15.4K | 0.13% | 126 |
|
|
2019
Q1 | $269K | Sell |
1,755
-564
| -24% | -$86.4K | 0.15% | 115 |
|
|
2018
Q4 | $311K | Sell |
2,319
-17,351
| -88% | -$2.33M | 0.19% | 96 |
|
|
2018
Q3 | $3.32M | Buy |
19,670
+612
| +3% | +$103K | 1.62% | 17 |
|
|
2018
Q2 | $3.12M | Sell |
19,058
-4,508
| -19% | -$738K | 1.7% | 19 |
|
|
2018
Q1 | $3.61M | Buy |
23,566
+602
| +3% | +$92.3K | 2.52% | 8 |
|
|
2017
Q4 | $3.5M | Buy |
22,964
+8,504
| +59% | +$1.3M | 1.92% | 14 |
|
|
2017
Q3 | $2.17M | Buy |
14,460
+12,490
| +634% | +$1.87M | 1.27% | 25 |
|
|
2017
Q2 | $276K | Sell |
1,970
-213
| -10% | -$29.8K | 0.17% | 109 |
|
|
2017
Q1 | $300K | Buy |
2,183
+79
| +4% | +$10.9K | 0.22% | 97 |
|
|
2016
Q4 | $284K | Sell |
2,104
-217
| -9% | -$29.3K | 0.23% | 101 |
|
|
2016
Q3 | $288K | Sell |
2,321
-2,664
| -53% | -$331K | 0.25% | 81 |
|
|
2016
Q2 | $600K | Sell |
4,985
-905
| -15% | -$109K | 0.6% | 52 |
|
|
2016
Q1 | $652K | Buy |
+5,890
| New | +$652K | 0.72% | 48 |
|