Peak Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.07M | Sell |
16,429
-263
| -2% | -$67.8K | 0.72% | 33 |
|
|
2025
Q4 | $4.11M | Sell |
16,692
-13
| -0.1% | -$3.2K | 0.7% | 33 |
|
|
2025
Q3 | $4.04M | Sell |
16,705
-208
| -1% | -$47.7K | 0.71% | 32 |
|
|
2025
Q2 | $3.65M | Hold |
16,913
| – | – | 0.67% | 34 |
|
|
2025
Q1 | $3.37M | Sell |
16,913
-90
| -0.5% | -$19.5K | 0.64% | 38 |
|
|
2024
Q4 | $3.76M | Sell |
17,003
-130
| -0.8% | -$29.6K | 0.7% | 35 |
|
|
2024
Q3 | $3.78M | Sell |
17,133
-65
| -0.4% | -$13.9K | 0.71% | 35 |
|
|
2024
Q2 | $3.49M | Sell |
17,198
-79
| -0.5% | -$16K | 0.68% | 35 |
|
|
2024
Q1 | $3.63M | Sell |
17,277
-335
| -2% | -$66.8K | 0.72% | 36 |
|
|
2023
Q4 | $3.53M | Hold |
17,612
| – | – | 0.78% | 32 |
|
|
2023
Q3 | $3.11M | Sell |
17,612
-11
| -0.1% | -$2.06K | 0.75% | 36 |
|
|
2023
Q2 | $3.3M | Buy |
17,623
+212
| +1% | +$37.8K | 0.76% | 34 |
|
|
2023
Q1 | $3.11M | Hold |
17,411
| – | – | 0.76% | 33 |
|
|
2022
Q4 | $3.04M | Sell |
17,411
-38
| -0.2% | -$6.76K | 0.79% | 33 |
|
|
2022
Q3 | $2.88M | Sell |
17,449
-27
| -0.2% | -$4.92K | 0.82% | 33 |
|
|
2022
Q2 | $2.96M | Sell |
17,476
-39
| -0.2% | -$7.19K | 0.81% | 34 |
|
|
2022
Q1 | $3.6M | Sell |
17,515
-70
| -0.4% | -$14.3K | 0.84% | 34 |
|
|
2021
Q4 | $3.91M | Sell |
17,585
-930
| -5% | -$210K | 0.9% | 33 |
|
|
2021
Q3 | $4.05M | Buy |
18,515
+40
| +0.2% | +$8.87K | 1% | 29 |
|
|
2021
Q2 | $4.24M | Buy |
18,475
+35
| +0.2% | +$7.87K | 1.05% | 28 |
|
|
2021
Q1 | $4.07M | Sell |
18,440
-650
| -3% | -$142K | 0.98% | 30 |
|
|
2020
Q4 | $3.74M | Buy |
19,090
+374
| +2% | +$65.4K | 0.98% | 28 |
|
|
2020
Q3 | $2.8M | Sell |
18,716
-150
| -0.8% | -$22.6K | 0.84% | 31 |
|
|
2020
Q2 | $2.7M | Sell |
18,866
-4,391
| -19% | -$576K | 0.86% | 30 |
|
|
2020
Q1 | $2.66M | Sell |
23,257
-3,515
| -13% | -$524K | 1.03% | 29 |
|
|
2019
Q4 | $4.43M | Sell |
26,772
-32
| -0.1% | -$5.06K | 1.34% | 25 |
|
|
2019
Q3 | $4.06M | Sell |
26,804
-1
| -0% | -$153 | 1.33% | 25 |
|
|
2019
Q2 | $4.17M | Sell |
26,805
-239
| -0.9% | -$36.8K | 1.36% | 25 |
|
|
2019
Q1 | $4.14M | Sell |
27,044
-3,281
| -11% | -$493K | 1.41% | 24 |
|
|
2018
Q4 | $4.06M | Buy |
30,325
+1,285
| +4% | +$192K | 1.52% | 24 |
|
|
2018
Q3 | $4.89M | Sell |
29,040
-10
| -0% | -$1.69K | 1.65% | 24 |
|
|
2018
Q2 | $4.76M | Sell |
29,050
-150
| -0.5% | -$24K | 1.73% | 23 |
|
|
2018
Q1 | $4.43M | Sell |
29,200
-1,187
| -4% | -$183K | 1.63% | 25 |
|
|
2017
Q4 | $4.63M | Buy |
30,387
+483
| +2% | +$72.5K | 1.69% | 24 |
|
|
2017
Q3 | $4.43M | Sell |
29,904
-1,424
| -5% | -$200K | 1.59% | 24 |
|
|
2017
Q2 | $4.42M | Sell |
31,328
-2,237
| -7% | -$310K | 1.64% | 23 |
|
|
2017
Q1 | $4.62M | Sell |
33,565
-3,547
| -10% | -$485K | 1.75% | 23 |
|
|
2016
Q4 | $5M | Buy |
37,112
+1,858
| +5% | +$237K | 2% | 20 |
|
|
2016
Q3 | $4.38M | Buy |
35,254
+451
| +1% | +$54.8K | 1.84% | 21 |
|
|
2016
Q2 | $4M | Sell |
34,803
-582
| -2% | -$65.7K | 1.77% | 22 |
|
|
2016
Q1 | $3.92M | Sell |
35,385
-3,596
| -9% | -$372K | 1.86% | 22 |
|
|
2015
Q4 | $4.39M | Sell |
38,981
-47
| -0.1% | -$5.42K | 2.16% | 18 |
|
|
2015
Q3 | $4.26M | Sell |
39,028
-5,623
| -13% | -$667K | 2.27% | 16 |
|
|
2015
Q2 | $5.58M | Sell |
44,651
-11,324
| -20% | -$1.41M | 2.92% | 9 |
|
|
2015
Q1 | $6.96M | Buy |
55,975
+14,334
| +34% | +$1.73M | 3.45% | 4 |
|
|
2014
Q4 | $4.98M | Buy |
+41,641
| New | +$4.76M | 2.62% | 12 |
|
Other funds holding IWM
