RCIM
Red Cedar Investment 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 | $10.7M | Sell |
49,369
-159,532
| -76% | -$34.4M | 1.34% | 16 |
|
|
2025
Q1 | $41.7M | Sell |
208,901
-21,894
| -9% | -$4.37M | 5.77% | 4 |
|
|
2024
Q4 | $51M | Buy |
230,795
+56,146
| +32% | +$12.4M | 6.41% | 4 |
|
|
2024
Q3 | $38.6M | Sell |
174,649
-340
| -0.2% | -$75.1K | 4.89% | 4 |
|
|
2024
Q2 | $35.5M | Buy |
174,989
+3,195
| +2% | +$648K | 4.84% | 4 |
|
|
2024
Q1 | $36.1M | Buy |
171,794
+44,392
| +35% | +$9.34M | 4.51% | 4 |
|
|
2023
Q4 | $25.6M | Buy |
127,402
+644
| +0.5% | +$129K | 3.68% | 6 |
|
|
2023
Q3 | $22.4M | Hold |
126,758
| – | – | 3.43% | 6 |
|
|
2023
Q2 | $23.7M | Buy |
126,758
+206
| +0.2% | +$38.6K | 3.61% | 6 |
|
|
2023
Q1 | $22.6M | Buy |
126,552
+417
| +0.3% | +$74.4K | 3.49% | 6 |
|
|
2022
Q4 | $22M | Sell |
126,135
-1,573
| -1% | -$274K | 3.47% | 6 |
|
|
2022
Q3 | $21.1M | Hold |
127,708
| – | – | 3.6% | 7 |
|
|
2022
Q2 | $21.6M | Sell |
127,708
-1,243
| -1% | -$211K | 3.54% | 6 |
|
|
2022
Q1 | $26.5M | Sell |
128,951
-31,558
| -20% | -$6.48M | 3.69% | 7 |
|
|
2021
Q4 | $35.7M | Buy |
160,509
+616
| +0.4% | +$137K | 4.27% | 6 |
|
|
2021
Q3 | $35M | Sell |
159,893
-14,740
| -8% | -$3.22M | 4.57% | 6 |
|
|
2021
Q2 | $40.1M | Buy |
174,633
+883
| +0.5% | +$203K | 5.32% | 6 |
|
|
2021
Q1 | $38.4M | Buy |
+173,750
| New | +$38.4M | 4.97% | 6 |
|