Palisades Hudson Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $833K | Buy |
3,860
+1
| +0% | +$216 | 0.33% | 38 |
|
|
2025
Q1 | $770K | Buy |
3,859
+1
| +0% | +$200 | 0.35% | 38 |
|
|
2024
Q4 | $853K | Sell |
3,858
-50
| -1% | -$11.1K | 0.36% | 37 |
|
|
2024
Q3 | $863K | Buy |
3,908
+1
| +0% | +$221 | 0.36% | 36 |
|
|
2024
Q2 | $793K | Buy |
3,907
+1
| +0% | +$203 | 0.36% | 36 |
|
|
2024
Q1 | $821K | Buy |
3,906
+1
| +0% | +$210 | 0.37% | 36 |
|
|
2023
Q4 | $784K | Buy |
3,905
+3
| +0.1% | +$602 | 0.38% | 37 |
|
|
2023
Q3 | $690K | Hold |
3,902
| – | – | 0.38% | 34 |
|
|
2023
Q2 | $731K | Sell |
3,902
-17
| -0.4% | -$3.19K | 0.38% | 36 |
|
|
2023
Q1 | $699K | Sell |
3,919
-2
| -0.1% | -$357 | 0.37% | 35 |
|
|
2022
Q4 | $684K | Sell |
3,921
-3
| -0.1% | -$523 | 0.38% | 32 |
|
|
2022
Q3 | $647K | Sell |
3,924
-17
| -0.4% | -$2.8K | 0.39% | 32 |
|
|
2022
Q2 | $667K | Buy |
3,941
+2
| +0.1% | +$338 | 0.37% | 34 |
|
|
2022
Q1 | $809K | Hold |
3,939
| – | – | 0.38% | 33 |
|
|
2021
Q4 | $876K | Buy |
3,939
+421
| +12% | +$93.6K | 0.37% | 35 |
|
|
2021
Q3 | $770K | Hold |
3,518
| – | – | 0.35% | 35 |
|
|
2021
Q2 | $807K | Sell |
3,518
-48
| -1% | -$11K | 0.36% | 33 |
|
|
2021
Q1 | $788K | Sell |
3,566
-12
| -0.3% | -$2.65K | 0.38% | 30 |
|
|
2020
Q4 | $701K | Buy |
3,578
+2
| +0.1% | +$392 | 0.36% | 34 |
|
|
2020
Q3 | $536K | Buy |
3,576
+1
| +0% | +$150 | 0.35% | 42 |
|
|
2020
Q2 | $512K | Sell |
3,575
-21
| -0.6% | -$3.01K | 0.35% | 38 |
|
|
2020
Q1 | $412K | Buy |
3,596
+24
| +0.7% | +$2.75K | 0.35% | 39 |
|
|
2019
Q4 | $592K | Buy |
3,572
+4
| +0.1% | +$663 | 0.38% | 35 |
|
|
2019
Q3 | $540K | Sell |
3,568
-29
| -0.8% | -$4.39K | 0.38% | 35 |
|
|
2019
Q2 | $559K | Sell |
3,597
-14
| -0.4% | -$2.18K | 0.39% | 34 |
|
|
2019
Q1 | $553K | Buy |
3,611
+2
| +0.1% | +$306 | 0.36% | 32 |
|
|
2018
Q4 | $483K | Sell |
3,609
-132
| -4% | -$17.7K | 0.28% | 41 |
|
|
2018
Q3 | $631K | Buy |
3,741
+1
| +0% | +$169 | 0.33% | 34 |
|
|
2018
Q2 | $612K | Buy |
3,740
+58
| +2% | +$9.49K | 0.33% | 32 |
|
|
2018
Q1 | $559K | Buy |
3,682
+1
| +0% | +$152 | 0.3% | 36 |
|
|
2017
Q4 | $561K | Buy |
3,681
+23
| +0.6% | +$3.51K | 0.31% | 35 |
|
|
2017
Q3 | $542K | Buy |
3,658
+15
| +0.4% | +$2.22K | 0.31% | 37 |
|
|
2017
Q2 | $513K | Hold |
3,643
| – | – | 0.3% | 35 |
|
|
2017
Q1 | $501K | Buy |
3,643
+10
| +0.3% | +$1.38K | 0.32% | 34 |
|
|
2016
Q4 | $490K | Buy |
3,633
+25
| +0.7% | +$3.37K | 0.3% | 33 |
|
|
2016
Q3 | $448K | Sell |
3,608
-53
| -1% | -$6.58K | 0.34% | 32 |
|
|
2016
Q2 | $421K | Hold |
3,661
| – | – | 0.34% | 35 |
|
|
2016
Q1 | $405K | Buy |
3,661
+26
| +0.7% | +$2.88K | 0.32% | 40 |
|
|
2015
Q4 | $409K | Buy |
3,635
+11
| +0.3% | +$1.24K | 0.35% | 40 |
|
|
2015
Q3 | $396K | Buy |
3,624
+15
| +0.4% | +$1.64K | 0.35% | 38 |
|
|
2015
Q2 | $451K | Sell |
3,609
-211
| -6% | -$26.4K | 0.39% | 33 |
|
|
2015
Q1 | $475K | Buy |
3,820
+14
| +0.4% | +$1.74K | 0.37% | 35 |
|
|
2014
Q4 | $455K | Buy |
3,806
+11
| +0.3% | +$1.32K | 0.36% | 32 |
|
|
2014
Q3 | $415K | Buy |
3,795
+15
| +0.4% | +$1.64K | 0.34% | 30 |
|
|
2014
Q2 | $449K | Sell |
3,780
-17
| -0.4% | -$2.02K | 0.37% | 27 |
|
|
2014
Q1 | $442K | Sell |
3,797
-1,040
| -22% | -$121K | 0.38% | 24 |
|
|
2013
Q4 | $558K | Buy |
4,837
+30
| +0.6% | +$3.46K | 0.47% | 18 |
|
|
2013
Q3 | $512K | Sell |
4,807
-417
| -8% | -$44.4K | 0.46% | 17 |
|
|
2013
Q2 | $507K | Buy |
+5,224
| New | +$507K | 0.48% | 17 |
|