Mutual of America Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-39,610
| Closed | -$6.06M | – | 1702 |
|
|
2019
Q1 | $6.06M | Buy |
+39,610
| New | +$6.06M | 0.09% | 289 |
|
|
2017
Q1 | – | Sell |
-40,047
| Closed | -$5.4M | – | 1219 |
|
|
2016
Q4 | $5.4M | Sell |
40,047
-49,573
| -55% | -$6.68M | 0.1% | 269 |
|
|
2016
Q3 | $11.1M | Buy |
+89,620
| New | +$11.1M | 0.22% | 62 |
|
|
2015
Q1 | – | Sell |
-12,020
| Closed | -$1.44M | – | 1244 |
|
|
2014
Q4 | $1.44M | Sell |
12,020
-24,980
| -68% | -$2.99M | 0.03% | 852 |
|
|
2014
Q3 | $4.05M | Buy |
37,000
+25,910
| +234% | +$2.83M | 0.1% | 273 |
|
|
2014
Q2 | $1.32M | Buy |
11,090
+8,480
| +325% | +$1.01M | 0.03% | 894 |
|
|
2014
Q1 | $304K | Sell |
2,610
-1,360
| -34% | -$158K | 0.01% | 1153 |
|
|
2013
Q4 | $458K | Buy |
+3,970
| New | +$458K | 0.01% | 1118 |
|
|
2013
Q3 | – | Sell |
-850
| Closed | -$83K | – | 1219 |
|
|
2013
Q2 | $83K | Buy |
+850
| New | +$83K | ﹤0.01% | 1129 |
|