Neumeier Poma Investment Counsel’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 | – | Sell |
-2,425
| Closed | -$484K | – | 46 |
|
|
2025
Q1 | $484K | Buy |
+2,425
| New | +$484K | 0.05% | 46 |
|
|
2024
Q2 | – | Sell |
-11,260
| Closed | -$2.37M | – | 43 |
|
|
2024
Q1 | $2.37M | Buy |
+11,260
| New | +$2.37M | 0.22% | 41 |
|
|
2023
Q4 | – | Sell |
-4,440
| Closed | -$785K | – | 44 |
|
|
2023
Q3 | $785K | Buy |
+4,440
| New | +$785K | 0.08% | 43 |
|
|
2023
Q2 | – | Sell |
-11,025
| Closed | -$1.97M | – | 43 |
|
|
2023
Q1 | $1.97M | Buy |
+11,025
| New | +$1.97M | 0.18% | 42 |
|
|
2022
Q3 | – | Sell |
-29,900
| Closed | -$5.06M | – | 43 |
|
|
2022
Q2 | $5.06M | Buy |
29,900
+23,200
| +346% | +$3.93M | 0.4% | 43 |
|
|
2022
Q1 | $1.38M | Sell |
6,700
-54,200
| -89% | -$11.1M | 0.09% | 40 |
|
|
2021
Q4 | $13.5M | Buy |
60,900
+3,650
| +6% | +$812K | 0.75% | 38 |
|
|
2021
Q3 | $12.5M | Sell |
57,250
-76,700
| -57% | -$16.8M | 0.74% | 41 |
|
|
2021
Q2 | $30.7M | Buy |
133,950
+89,200
| +199% | +$20.5M | 1.8% | 29 |
|
|
2021
Q1 | $9.89M | Hold |
44,750
| – | – | 0.59% | 40 |
|
|
2020
Q4 | $8.77M | Sell |
44,750
-3,975
| -8% | -$779K | 0.58% | 40 |
|
|
2020
Q3 | $7.3M | Buy |
+48,725
| New | +$7.3M | 0.6% | 39 |
|
|
2020
Q1 | – | Sell |
-118,200
| Closed | -$19.6M | – | 42 |
|
|
2019
Q4 | $19.6M | Sell |
118,200
-31,050
| -21% | -$5.14M | 1.5% | 33 |
|
|
2019
Q3 | $22.6M | Sell |
149,250
-19,600
| -12% | -$2.97M | 1.89% | 23 |
|
|
2019
Q2 | $26.3M | Sell |
168,850
-7,800
| -4% | -$1.21M | 2.17% | 21 |
|
|
2019
Q1 | $27M | Sell |
176,650
-2,650
| -1% | -$406K | 2.27% | 22 |
|
|
2018
Q4 | $24M | Buy |
179,300
+33,150
| +23% | +$4.44M | 2.28% | 20 |
|
|
2018
Q3 | $24.6M | Buy |
146,150
+37,700
| +35% | +$6.35M | 2.04% | 22 |
|
|
2018
Q2 | $17.8M | Sell |
108,450
-16,275
| -13% | -$2.67M | 1.65% | 26 |
|
|
2018
Q1 | $18.9M | Buy |
124,725
+4,050
| +3% | +$615K | 1.95% | 26 |
|
|
2017
Q4 | $18.4M | Buy |
120,675
+60,050
| +99% | +$9.16M | 1.84% | 28 |
|
|
2017
Q3 | $8.98M | Sell |
60,625
-12,375
| -17% | -$1.83M | 0.94% | 35 |
|
|
2017
Q2 | $10.3M | Sell |
73,000
-75,175
| -51% | -$10.6M | 1.2% | 34 |
|
|
2017
Q1 | $20.4M | Buy |
148,175
+675
| +0.5% | +$92.8K | 2.43% | 25 |
|
|
2016
Q4 | $19.9M | Sell |
147,500
-1,450
| -1% | -$196K | 2.74% | 19 |
|
|
2016
Q3 | $18.5M | Buy |
148,950
+11,320
| +8% | +$1.41M | 2.77% | 18 |
|
|
2016
Q2 | $15.8M | Buy |
137,630
+33,710
| +32% | +$3.88M | 2.5% | 16 |
|
|
2016
Q1 | $11.5M | Buy |
103,920
+36,691
| +55% | +$4.06M | 1.82% | 30 |
|
|
2015
Q4 | $7.57M | Sell |
67,229
-28,975
| -30% | -$3.26M | 1.31% | 33 |
|
|
2015
Q3 | $10.5M | Buy |
96,204
+43,579
| +83% | +$4.76M | 1.99% | 26 |
|
|
2015
Q2 | $6.57M | Sell |
52,625
-14,475
| -22% | -$1.81M | 1.4% | 36 |
|
|
2015
Q1 | $8.35M | Buy |
67,100
+14,642
| +28% | +$1.82M | 1.83% | 31 |
|
|
2014
Q4 | $6.28M | Buy |
52,458
+13,558
| +35% | +$1.62M | 1.49% | 30 |
|
|
2014
Q3 | $4.25M | Sell |
38,900
-17,550
| -31% | -$1.92M | 1.05% | 35 |
|
|
2014
Q2 | $6.71M | Buy |
56,450
+5,325
| +10% | +$633K | 1.6% | 29 |
|
|
2014
Q1 | $5.95M | Buy |
51,125
+22,050
| +76% | +$2.57M | 1.35% | 33 |
|
|
2013
Q4 | $3.35M | Sell |
29,075
-4,225
| -13% | -$487K | 0.76% | 35 |
|
|
2013
Q3 | $3.55M | Buy |
33,300
+5,300
| +19% | +$565K | 0.87% | 34 |
|
|
2013
Q2 | $2.72M | Buy |
+28,000
| New | +$2.72M | 0.71% | 36 |
|