RMAM
Raab & Moskowitz Asset 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 | $534K | Hold |
2,475
| – | – | 0.13% | 125 |
|
|
2025
Q1 | $494K | Hold |
2,475
| – | – | 0.12% | 127 |
|
|
2024
Q4 | $547K | Hold |
2,475
| – | – | 0.13% | 116 |
|
|
2024
Q3 | $547K | Hold |
2,475
| – | – | 0.14% | 115 |
|
|
2024
Q2 | $502K | Sell |
2,475
-19
| -0.8% | -$3.86K | 0.14% | 118 |
|
|
2024
Q1 | $524K | Sell |
2,494
-181
| -7% | -$38.1K | 0.15% | 117 |
|
|
2023
Q4 | $537K | Hold |
2,675
| – | – | 0.17% | 110 |
|
|
2023
Q3 | $473K | Hold |
2,675
| – | – | 0.17% | 111 |
|
|
2023
Q2 | $501K | Sell |
2,675
-75
| -3% | -$14K | 0.17% | 111 |
|
|
2023
Q1 | $491K | Buy |
2,750
+17
| +0.6% | +$3.03K | 0.18% | 108 |
|
|
2022
Q4 | $477K | Buy |
2,733
+10
| +0.4% | +$1.74K | 0.18% | 110 |
|
|
2022
Q3 | $449K | Sell |
2,723
-200
| -7% | -$33K | 0.19% | 107 |
|
|
2022
Q2 | $495K | Sell |
2,923
-475
| -14% | -$80.4K | 0.19% | 108 |
|
|
2022
Q1 | $697K | Hold |
3,398
| – | – | 0.24% | 93 |
|
|
2021
Q4 | $756K | Hold |
3,398
| – | – | 0.25% | 89 |
|
|
2021
Q3 | $743K | Hold |
3,398
| – | – | 0.27% | 89 |
|
|
2021
Q2 | $779K | Hold |
3,398
| – | – | 0.28% | 82 |
|
|
2021
Q1 | $750K | Sell |
3,398
-25
| -0.7% | -$5.52K | 0.29% | 81 |
|
|
2020
Q4 | $671K | Hold |
3,423
| – | – | 0.28% | 84 |
|
|
2020
Q3 | $512K | Hold |
3,423
| – | – | 0.24% | 94 |
|
|
2020
Q2 | $490K | Sell |
3,423
-25
| -0.7% | -$3.58K | 0.24% | 94 |
|
|
2020
Q1 | $394K | Hold |
3,448
| – | – | 0.21% | 100 |
|
|
2019
Q4 | $571K | Hold |
3,448
| – | – | 0.23% | 97 |
|
|
2019
Q3 | $521K | Hold |
3,448
| – | – | 0.23% | 102 |
|
|
2019
Q2 | $536K | Hold |
3,448
| – | – | 0.24% | 100 |
|
|
2019
Q1 | $527K | Hold |
3,448
| – | – | 0.24% | 98 |
|
|
2018
Q4 | $461K | Sell |
3,448
-530
| -13% | -$70.9K | 0.23% | 101 |
|
|
2018
Q3 | $670K | Hold |
3,978
| – | – | 0.28% | 88 |
|
|
2018
Q2 | $651K | Sell |
3,978
-485
| -11% | -$79.4K | 0.31% | 87 |
|
|
2018
Q1 | $677K | Sell |
4,463
-2,239
| -33% | -$340K | 0.33% | 83 |
|
|
2017
Q4 | $1.02M | Sell |
6,702
-623
| -9% | -$94.9K | 0.49% | 62 |
|
|
2017
Q3 | $1.09M | Sell |
7,325
-914
| -11% | -$136K | 0.53% | 60 |
|
|
2017
Q2 | $1.12M | Sell |
8,239
-135
| -2% | -$18.4K | 0.56% | 60 |
|
|
2017
Q1 | $1.15M | Buy |
8,374
+1,461
| +21% | +$201K | 0.6% | 56 |
|
|
2016
Q4 | $932K | Sell |
6,913
-4
| -0.1% | -$539 | 0.51% | 64 |
|
|
2016
Q3 | $859K | Sell |
6,917
-345
| -5% | -$42.8K | 0.49% | 68 |
|
|
2016
Q2 | $834K | Buy |
7,262
+105
| +1% | +$12.1K | 0.47% | 68 |
|
|
2016
Q1 | $791K | Sell |
7,157
-761
| -10% | -$84.1K | 0.47% | 68 |
|
|
2015
Q4 | $891K | Buy |
7,918
+792
| +11% | +$89.1K | 0.53% | 62 |
|
|
2015
Q3 | $778K | Sell |
7,126
-70
| -1% | -$7.64K | 0.5% | 63 |
|
|
2015
Q2 | $898K | Sell |
7,196
-129
| -2% | -$16.1K | 0.55% | 61 |
|
|
2015
Q1 | $911K | Sell |
7,325
-178
| -2% | -$22.1K | 0.55% | 63 |
|
|
2014
Q4 | $898K | Buy |
7,503
+7
| +0.1% | +$838 | 0.51% | 60 |
|
|
2014
Q3 | $820K | Sell |
7,496
-471
| -6% | -$51.5K | 0.4% | 78 |
|
|
2014
Q2 | $947K | Sell |
7,967
-117
| -1% | -$13.9K | 0.45% | 78 |
|
|
2014
Q1 | $941K | Buy |
8,084
+1,067
| +15% | +$124K | 0.52% | 64 |
|
|
2013
Q4 | $810K | Buy |
+7,017
| New | +$810K | 0.46% | 77 |
|