OPCM
Osborne Partners Capital 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 | $1.6M | Sell |
7,436
-79
| -1% | -$17K | 0.09% | 135 |
|
|
2025
Q1 | $1.5M | Sell |
7,515
-275
| -4% | -$54.9K | 0.09% | 131 |
|
|
2024
Q4 | $1.72M | Buy |
7,790
+344
| +5% | +$76K | 0.1% | 127 |
|
|
2024
Q3 | $1.64M | Buy |
7,446
+10
| +0.1% | +$2.21K | 0.09% | 128 |
|
|
2024
Q2 | $1.51M | Buy |
7,436
+45
| +0.6% | +$9.13K | 0.09% | 128 |
|
|
2024
Q1 | $1.55M | Buy |
7,391
+829
| +13% | +$174K | 0.1% | 125 |
|
|
2023
Q4 | $1.32M | Buy |
6,562
+185
| +3% | +$37.1K | 0.09% | 128 |
|
|
2023
Q3 | $1.13M | Sell |
6,377
-521
| -8% | -$92.1K | 0.08% | 126 |
|
|
2023
Q2 | $1.29M | Sell |
6,898
-1,431
| -17% | -$268K | 0.09% | 127 |
|
|
2023
Q1 | $1.49M | Buy |
8,329
+390
| +5% | +$69.6K | 0.11% | 128 |
|
|
2022
Q4 | $1.38M | Sell |
7,939
-1,530
| -16% | -$267K | 0.11% | 124 |
|
|
2022
Q3 | $1.56M | Buy |
9,469
+154
| +2% | +$25.4K | 0.13% | 123 |
|
|
2022
Q2 | $1.58M | Sell |
9,315
-7,909
| -46% | -$1.34M | 0.12% | 123 |
|
|
2022
Q1 | $3.54M | Buy |
17,224
+2,813
| +20% | +$577K | 0.26% | 95 |
|
|
2021
Q4 | $3.21M | Buy |
14,411
+4,188
| +41% | +$932K | 0.23% | 99 |
|
|
2021
Q3 | $2.24M | Buy |
10,223
+983
| +11% | +$215K | 0.18% | 99 |
|
|
2021
Q2 | $2.12M | Buy |
9,240
+2,514
| +37% | +$577K | 0.17% | 102 |
|
|
2021
Q1 | $1.49M | Sell |
6,726
-431
| -6% | -$95.2K | 0.14% | 108 |
|
|
2020
Q4 | $1.4M | Buy |
7,157
+629
| +10% | +$123K | 0.17% | 109 |
|
|
2020
Q3 | $978K | Buy |
6,528
+728
| +13% | +$109K | 0.2% | 88 |
|
|
2020
Q2 | $830K | Buy |
5,800
+500
| +9% | +$71.6K | 0.18% | 96 |
|
|
2020
Q1 | $607K | Buy |
5,300
+1,110
| +26% | +$127K | 0.16% | 95 |
|
|
2019
Q4 | $694K | Buy |
4,190
+2,790
| +199% | +$462K | 0.14% | 96 |
|
|
2019
Q3 | $212K | Buy |
+1,400
| New | +$212K | 0.04% | 155 |
|
|
2018
Q2 | – | Sell |
-1,330
| Closed | -$202K | – | 184 |
|
|
2018
Q1 | $202K | Sell |
1,330
-170
| -11% | -$25.8K | 0.03% | 179 |
|
|
2017
Q4 | $229K | Sell |
1,500
-68
| -4% | -$10.4K | 0.03% | 179 |
|
|
2017
Q3 | $232K | Buy |
1,568
+46
| +3% | +$6.81K | 0.03% | 178 |
|
|
2017
Q2 | $214K | Buy |
+1,522
| New | +$214K | 0.03% | 176 |
|