MML Investors Services’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 | $39.6M | Buy |
183,468
+4,405
| +2% | +$951K | 0.11% | 187 |
|
|
2025
Q1 | $35.7M | Buy |
179,063
+6,933
| +4% | +$1.38M | 0.12% | 182 |
|
|
2024
Q4 | $38M | Sell |
172,130
-38,191
| -18% | -$8.44M | 0.13% | 167 |
|
|
2024
Q3 | $46.5M | Buy |
210,321
+70,669
| +51% | +$15.6M | 0.17% | 136 |
|
|
2024
Q2 | $28.3M | Sell |
139,652
-64,999
| -32% | -$13.2M | 0.11% | 187 |
|
|
2024
Q1 | $43M | Buy |
204,651
+19,197
| +10% | +$4.04M | 0.18% | 130 |
|
|
2023
Q4 | $37.2M | Buy |
185,454
+58,585
| +46% | +$11.8M | 0.17% | 134 |
|
|
2023
Q3 | $22.4M | Sell |
126,869
-26,629
| -17% | -$4.71M | 0.12% | 179 |
|
|
2023
Q2 | $28.7M | Sell |
153,498
-82,254
| -35% | -$15.4M | 0.16% | 137 |
|
|
2023
Q1 | $42.1M | Sell |
235,752
-40,258
| -15% | -$7.18M | 0.3% | 69 |
|
|
2022
Q4 | $48.1M | Buy |
276,010
+7,519
| +3% | +$1.31M | 0.32% | 59 |
|
|
2022
Q3 | $44.3M | Buy |
268,491
+3,714
| +1% | +$613K | 0.34% | 53 |
|
|
2022
Q2 | $44.8M | Buy |
264,777
+26,958
| +11% | +$4.57M | 0.34% | 56 |
|
|
2022
Q1 | $48.8M | Buy |
237,819
+97,642
| +70% | +$20M | 0.34% | 53 |
|
|
2021
Q4 | $31.2M | Buy |
140,177
+10,643
| +8% | +$2.37M | 0.22% | 92 |
|
|
2021
Q3 | $28.3M | Buy |
129,534
+2,458
| +2% | +$538K | 0.23% | 94 |
|
|
2021
Q2 | $29.1M | Buy |
127,076
+4,505
| +4% | +$1.03M | 0.25% | 84 |
|
|
2021
Q1 | $27.1M | Sell |
122,571
-43,397
| -26% | -$9.59M | 0.26% | 84 |
|
|
2020
Q4 | $32.5M | Buy |
165,968
+9,701
| +6% | +$1.9M | 0.35% | 60 |
|
|
2020
Q3 | $23.4M | Sell |
156,267
-40,411
| -21% | -$6.05M | 0.29% | 74 |
|
|
2020
Q2 | $28.2M | Sell |
196,678
-57,442
| -23% | -$8.22M | 0.38% | 61 |
|
|
2020
Q1 | $29.1M | Buy |
254,120
+64,004
| +34% | +$7.33M | 0.5% | 40 |
|
|
2019
Q4 | $31.5M | Buy |
190,116
+9,908
| +5% | +$1.64M | 0.45% | 37 |
|
|
2019
Q3 | $27.3M | Sell |
180,208
-61,023
| -25% | -$9.24M | 0.44% | 43 |
|
|
2019
Q2 | $37.5M | Sell |
241,231
-5,072
| -2% | -$789K | 0.54% | 32 |
|
|
2019
Q1 | $37.7M | Sell |
246,303
-53,556
| -18% | -$8.2M | 0.58% | 29 |
|
|
2018
Q4 | $40.2M | Buy |
299,859
+24,409
| +9% | +$3.27M | 0.72% | 22 |
|
|
2018
Q3 | $46.4M | Buy |
275,450
+100,437
| +57% | +$16.9M | 0.78% | 17 |
|
|
2018
Q2 | $28.7M | Sell |
175,013
-4,708
| -3% | -$771K | 0.62% | 29 |
|
|
2018
Q1 | $27.3M | Buy |
179,721
+12,701
| +8% | +$1.93M | 0.58% | 37 |
|
|
2017
Q4 | $25.5M | Buy |
167,020
+6,064
| +4% | +$925K | 0.48% | 51 |
|
|
2017
Q3 | $23.9M | Sell |
160,956
-1,207
| -0.7% | -$179K | 0.49% | 49 |
|
|
2017
Q2 | $22.9M | Buy |
+162,163
| New | +$22.9M | 0.44% | 61 |
|