Murphy Middleton Hinkle & Parker’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 | $508K | Hold |
2,548
| – | – | 0.28% | 86 |
|
|
2025
Q1 | $508K | Hold |
2,548
| – | – | 0.28% | 86 |
|
|
2024
Q4 | $563K | Sell |
2,548
-14
| -0.5% | -$3.09K | 0.32% | 83 |
|
|
2024
Q3 | $566K | Sell |
2,562
-198
| -7% | -$43.7K | 0.31% | 85 |
|
|
2024
Q2 | $560K | Buy |
2,760
+62
| +2% | +$12.6K | 0.33% | 83 |
|
|
2024
Q1 | $567K | Sell |
2,698
-9
| -0.3% | -$1.89K | 0.33% | 84 |
|
|
2023
Q4 | $543K | Sell |
2,707
-6
| -0.2% | -$1.2K | 0.34% | 81 |
|
|
2023
Q3 | $480K | Hold |
2,713
| – | – | 0.31% | 85 |
|
|
2023
Q2 | $508K | Sell |
2,713
-253
| -9% | -$47.4K | 0.32% | 84 |
|
|
2023
Q1 | $529K | Sell |
2,966
-240
| -7% | -$42.8K | 0.33% | 85 |
|
|
2022
Q4 | $559K | Sell |
3,206
-235
| -7% | -$41K | 0.35% | 83 |
|
|
2022
Q3 | $568K | Sell |
3,441
-66
| -2% | -$10.9K | 0.39% | 79 |
|
|
2022
Q2 | $594K | Sell |
3,507
-155
| -4% | -$26.3K | 0.38% | 83 |
|
|
2022
Q1 | $752K | Buy |
3,662
+2
| +0.1% | +$411 | 0.4% | 81 |
|
|
2021
Q4 | $814K | Buy |
3,660
+205
| +6% | +$45.6K | 0.43% | 73 |
|
|
2021
Q3 | $756K | Sell |
3,455
-53
| -2% | -$11.6K | 0.44% | 73 |
|
|
2021
Q2 | $805K | Buy |
3,508
+2
| +0.1% | +$459 | 0.45% | 70 |
|
|
2021
Q1 | $775K | Sell |
3,506
-53
| -1% | -$11.7K | 0.45% | 67 |
|
|
2020
Q4 | $698K | Sell |
3,559
-64
| -2% | -$12.6K | 0.47% | 66 |
|
|
2020
Q3 | $543K | Sell |
3,623
-58
| -2% | -$8.69K | 0.4% | 77 |
|
|
2020
Q2 | $527K | Sell |
3,681
-3
| -0.1% | -$430 | 0.39% | 79 |
|
|
2020
Q1 | $422K | Buy |
3,684
+182
| +5% | +$20.8K | 0.37% | 80 |
|
|
2019
Q4 | $580K | Sell |
3,502
-21
| -0.6% | -$3.48K | 0.39% | 72 |
|
|
2019
Q3 | $533K | Sell |
3,523
-102
| -3% | -$15.4K | 0.38% | 75 |
|
|
2019
Q2 | $564K | Sell |
3,625
-53
| -1% | -$8.25K | 0.4% | 75 |
|
|
2019
Q1 | $563K | Sell |
3,678
-50
| -1% | -$7.65K | 0.39% | 73 |
|
|
2018
Q4 | $499K | Buy |
3,728
+9
| +0.2% | +$1.21K | 0.38% | 72 |
|
|
2018
Q3 | $627K | Sell |
3,719
-37
| -1% | -$6.24K | 0.44% | 69 |
|
|
2018
Q2 | $615K | Hold |
3,756
| – | – | 0.46% | 70 |
|
|
2018
Q1 | $570K | Buy |
3,756
+3
| +0.1% | +$455 | 0.44% | 67 |
|
|
2017
Q4 | $572K | Buy |
+3,753
| New | +$572K | 0.43% | 67 |
|