MIM
Montgomery Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $863K | Hold |
4,000
| – | – | 0.33% | 46 |
|
|
2025
Q1 | $798K | Hold |
4,000
| – | – | 0.32% | 47 |
|
|
2024
Q4 | $884K | Hold |
4,000
| – | – | 0.35% | 42 |
|
|
2024
Q3 | $884K | Hold |
4,000
| – | – | 0.32% | 46 |
|
|
2024
Q2 | $812K | Hold |
4,000
| – | – | 0.32% | 44 |
|
|
2024
Q1 | $841K | Hold |
4,000
| – | – | 0.32% | 45 |
|
|
2023
Q4 | $803K | Hold |
4,000
| – | – | 0.25% | 51 |
|
|
2023
Q3 | $707K | Hold |
4,000
| – | – | 0.24% | 52 |
|
|
2023
Q2 | $749K | Hold |
4,000
| – | – | 0.25% | 48 |
|
|
2023
Q1 | $714K | Hold |
4,000
| – | – | 0.25% | 50 |
|
|
2022
Q4 | $697K | Hold |
4,000
| – | – | 0.25% | 51 |
|
|
2022
Q3 | $660K | Hold |
4,000
| – | – | 0.27% | 49 |
|
|
2022
Q2 | $677K | Hold |
4,000
| – | – | 0.27% | 50 |
|
|
2022
Q1 | $821K | Hold |
4,000
| – | – | 0.28% | 51 |
|
|
2021
Q4 | $890K | Hold |
4,000
| – | – | 0.3% | 49 |
|
|
2021
Q3 | $875K | Hold |
4,000
| – | – | 0.33% | 49 |
|
|
2021
Q2 | $917K | Hold |
4,000
| – | – | 0.34% | 47 |
|
|
2021
Q1 | $884K | Hold |
4,000
| – | – | 0.34% | 45 |
|
|
2020
Q4 | $784K | Hold |
4,000
| – | – | 0.36% | 45 |
|
|
2020
Q3 | $599K | Hold |
4,000
| – | – | 0.31% | 47 |
|
|
2020
Q2 | $573K | Hold |
4,000
| – | – | 0.31% | 51 |
|
|
2020
Q1 | $458K | Sell |
4,000
-1,792
| -31% | -$205K | 0.3% | 52 |
|
|
2019
Q4 | $960K | Hold |
5,792
| – | – | 0.39% | 48 |
|
|
2019
Q3 | $877K | Hold |
5,792
| – | – | 0.38% | 49 |
|
|
2019
Q2 | $901K | Hold |
5,792
| – | – | 0.39% | 48 |
|
|
2019
Q1 | $887K | Hold |
5,792
| – | – | 0.4% | 49 |
|
|
2018
Q4 | $776K | Hold |
5,792
| – | – | 0.39% | 50 |
|
|
2018
Q3 | $976K | Buy |
+5,792
| New | +$976K | 0.4% | 51 |
|