Mutual Advisors’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 | $5.35M | Buy |
23,853
+2,351
| +11% | +$528K | 0.13% | 158 |
|
|
2025
Q1 | $4.17M | Sell |
21,502
-1,049
| -5% | -$204K | 0.12% | 170 |
|
|
2024
Q4 | $5.06M | Sell |
22,551
-4,746
| -17% | -$1.07M | 0.15% | 133 |
|
|
2024
Q3 | $6M | Sell |
27,297
-32,573
| -54% | -$7.16M | 0.18% | 107 |
|
|
2024
Q2 | $13.3M | Buy |
59,870
+35,169
| +142% | +$7.8M | 0.4% | 36 |
|
|
2024
Q1 | $5.19M | Sell |
24,701
-15,607
| -39% | -$3.28M | 0.17% | 124 |
|
|
2023
Q4 | $8.09M | Buy |
40,308
+24,374
| +153% | +$4.89M | 0.28% | 64 |
|
|
2023
Q3 | $2.82M | Sell |
15,934
-7,416
| -32% | -$1.31M | 0.11% | 176 |
|
|
2023
Q2 | $4.37M | Sell |
23,350
-930
| -4% | -$174K | 0.17% | 120 |
|
|
2023
Q1 | $4.33M | Sell |
24,280
-1,701
| -7% | -$303K | 0.18% | 116 |
|
|
2022
Q4 | $4.53M | Buy |
25,981
+11,874
| +84% | +$2.07M | 0.2% | 106 |
|
|
2022
Q3 | $2.33M | Buy |
14,107
+284
| +2% | +$46.8K | 0.12% | 169 |
|
|
2022
Q2 | $2.34M | Buy |
13,823
+4,401
| +47% | +$745K | 0.16% | 154 |
|
|
2022
Q1 | $1.93M | Buy |
9,422
+2,654
| +39% | +$545K | 0.11% | 216 |
|
|
2021
Q4 | $1.51M | Sell |
6,768
-30,918
| -82% | -$6.88M | 0.08% | 281 |
|
|
2021
Q3 | $8.24M | Sell |
37,686
-6,012
| -14% | -$1.32M | 0.49% | 33 |
|
|
2021
Q2 | $10M | Buy |
43,698
+2,501
| +6% | +$574K | 0.59% | 26 |
|
|
2021
Q1 | $9.1M | Buy |
41,197
+29,503
| +252% | +$6.52M | 0.62% | 22 |
|
|
2020
Q4 | $2.29M | Buy |
11,694
+2,811
| +32% | +$551K | 0.17% | 140 |
|
|
2020
Q3 | $1.33M | Sell |
8,883
-9,697
| -52% | -$1.45M | 0.12% | 196 |
|
|
2020
Q2 | $2.66M | Buy |
18,580
+11,494
| +162% | +$1.65M | 0.26% | 84 |
|
|
2020
Q1 | $811K | Sell |
7,086
-1,029
| -13% | -$118K | 0.11% | 203 |
|
|
2019
Q4 | $1.34M | Sell |
8,115
-1,724
| -18% | -$286K | 0.14% | 174 |
|
|
2019
Q3 | $1.49M | Sell |
9,839
-2
| -0% | -$303 | 0.2% | 129 |
|
|
2019
Q2 | $1.53M | Buy |
9,841
+753
| +8% | +$117K | 0.2% | 122 |
|
|
2019
Q1 | $1.39M | Buy |
9,088
+233
| +3% | +$35.7K | 0.21% | 119 |
|
|
2018
Q4 | $1.19M | Sell |
8,855
-7,154
| -45% | -$958K | 0.23% | 108 |
|
|
2018
Q3 | $2.7M | Buy |
16,009
+11,846
| +285% | +$2M | 0.41% | 42 |
|
|
2018
Q2 | $682K | Buy |
4,163
+1,122
| +37% | +$184K | 0.16% | 199 |
|
|
2018
Q1 | $462K | Buy |
3,041
+1,553
| +104% | +$236K | 0.12% | 247 |
|
|
2017
Q4 | $227K | Buy |
+1,488
| New | +$227K | 0.09% | 254 |
|