PKO Investment Management Joint-Stock’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 | $5.83M | Hold |
27,000
| – | – | 0.63% | 41 |
|
|
2025
Q1 | $5.39M | Hold |
27,000
| – | – | 0.61% | 37 |
|
|
2024
Q4 | $5.97M | Buy |
+27,000
| New | +$5.97M | 0.74% | 28 |
|
|
2016
Q3 | – | Sell |
-8,700
| Closed | -$1M | – | 48 |
|
|
2016
Q2 | $1M | Sell |
8,700
-3,000
| -26% | -$345K | 0.71% | 24 |
|
|
2016
Q1 | $1.29M | Hold |
11,700
| – | – | 0.86% | 19 |
|
|
2015
Q4 | $1.32M | Sell |
11,700
-10,000
| -46% | -$1.13M | 0.95% | 16 |
|
|
2015
Q3 | $2.37M | Hold |
21,700
| – | – | 2.15% | 11 |
|
|
2015
Q2 | $2.71M | Buy |
21,700
+11,000
| +103% | +$1.37M | 2.11% | 12 |
|
|
2015
Q1 | $1.33M | Sell |
10,700
-4,500
| -30% | -$560K | 1.14% | 18 |
|
|
2014
Q4 | $1.82M | Sell |
15,200
-8,300
| -35% | -$993K | 1.88% | 13 |
|
|
2014
Q3 | $2.57M | Sell |
23,500
-10,100
| -30% | -$1.1M | 2.28% | 14 |
|
|
2014
Q2 | $3.99M | Buy |
33,600
+8,000
| +31% | +$950K | 3.33% | 8 |
|
|
2014
Q1 | $2.98M | Sell |
25,600
-4,400
| -15% | -$512K | 4.02% | 9 |
|
|
2013
Q4 | $3.46M | Buy |
+30,000
| New | +$3.46M | 3.37% | 8 |
|