Riverbridge Partners’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 | $1.2M | Buy |
5,554
+3,196
| +136% | +$690K | 0.02% | 124 |
|
|
2025
Q1 | $470K | Sell |
2,358
-49,083
| -95% | -$9.79M | 0.01% | 150 |
|
|
2024
Q4 | $11.4M | Buy |
51,441
+45,159
| +719% | +$9.98M | 0.16% | 87 |
|
|
2024
Q3 | $1.39M | Sell |
6,282
-2,375
| -27% | -$525K | 0.02% | 114 |
|
|
2024
Q2 | $1.76M | Buy |
8,657
+5,404
| +166% | +$1.1M | 0.02% | 107 |
|
|
2024
Q1 | $684K | Sell |
3,253
-90,424
| -97% | -$19M | 0.01% | 128 |
|
|
2023
Q4 | $18.8M | Buy |
93,677
+85,151
| +999% | +$17.1M | 0.23% | 84 |
|
|
2023
Q3 | $1.51M | Buy |
8,526
+6,232
| +272% | +$1.1M | 0.02% | 107 |
|
|
2023
Q2 | $430K | Sell |
2,294
-351
| -13% | -$65.7K | 0.01% | 156 |
|
|
2023
Q1 | $472K | Sell |
2,645
-94,457
| -97% | -$16.9M | 0.01% | 151 |
|
|
2022
Q4 | $16.9M | Buy |
97,102
+85,018
| +704% | +$14.8M | 0.25% | 87 |
|
|
2022
Q3 | $1.99M | Sell |
12,084
-16,085
| -57% | -$2.65M | 0.03% | 110 |
|
|
2022
Q2 | $4.77M | Buy |
28,169
+18,128
| +181% | +$3.07M | 0.08% | 98 |
|
|
2022
Q1 | $2.06M | Sell |
10,041
-78,466
| -89% | -$16.1M | 0.02% | 114 |
|
|
2021
Q4 | $19.7M | Buy |
88,507
+82,610
| +1,401% | +$18.4M | 0.19% | 100 |
|
|
2021
Q3 | $1.29M | Buy |
5,897
+2,942
| +100% | +$644K | 0.01% | 120 |
|
|
2021
Q2 | $678K | Sell |
2,955
-28
| -0.9% | -$6.42K | 0.01% | 126 |
|
|
2021
Q1 | $659K | Sell |
2,983
-5,615
| -65% | -$1.24M | 0.01% | 128 |
|
|
2020
Q4 | $1.69M | Buy |
8,598
+5,266
| +158% | +$1.03M | 0.02% | 112 |
|
|
2020
Q3 | $499K | Sell |
3,332
-210
| -6% | -$31.5K | 0.01% | 124 |
|
|
2020
Q2 | $507K | Sell |
3,542
-38,362
| -92% | -$5.49M | 0.01% | 120 |
|
|
2020
Q1 | $4.8M | Sell |
41,904
-25,476
| -38% | -$2.92M | 0.1% | 93 |
|
|
2019
Q4 | $11.2M | Buy |
67,380
+58,844
| +689% | +$9.75M | 0.2% | 93 |
|
|
2019
Q3 | $1.29M | Buy |
8,536
+4,857
| +132% | +$735K | 0.02% | 109 |
|
|
2019
Q2 | $572K | Sell |
3,679
-58
| -2% | -$9.02K | 0.01% | 115 |
|
|
2019
Q1 | $572K | Sell |
3,737
-97,346
| -96% | -$14.9M | 0.01% | 111 |
|
|
2018
Q4 | $13.5M | Buy |
101,083
+96,850
| +2,288% | +$13M | 0.28% | 88 |
|
|
2018
Q3 | $713K | Sell |
4,233
-63
| -1% | -$10.6K | 0.01% | 112 |
|
|
2018
Q2 | $704K | Buy |
4,296
+547
| +15% | +$89.6K | 0.01% | 108 |
|
|
2018
Q1 | $569K | Sell |
3,749
-42,117
| -92% | -$6.39M | 0.01% | 114 |
|
|
2017
Q4 | $6.99M | Buy |
45,866
+39,742
| +649% | +$6.06M | 0.14% | 92 |
|
|
2017
Q3 | $907K | Buy |
6,124
+27
| +0.4% | +$4K | 0.02% | 112 |
|
|
2017
Q2 | $859K | Sell |
6,097
-4,836
| -44% | -$681K | 0.02% | 115 |
|
|
2017
Q1 | $1.5M | Sell |
10,933
-65,215
| -86% | -$8.97M | 0.03% | 107 |
|
|
2016
Q4 | $10.3M | Buy |
76,148
+62,586
| +461% | +$8.44M | 0.21% | 87 |
|
|
2016
Q3 | $1.69M | Buy |
13,562
+206
| +2% | +$25.6K | 0.03% | 104 |
|
|
2016
Q2 | $1.54M | Buy |
13,356
+118
| +0.9% | +$13.6K | 0.03% | 107 |
|
|
2016
Q1 | $1.47M | Sell |
13,238
-86,915
| -87% | -$9.62M | 0.03% | 109 |
|
|
2015
Q4 | $11.3M | Buy |
100,153
+87,872
| +716% | +$9.9M | 0.23% | 85 |
|
|
2015
Q3 | $1.34M | Buy |
12,281
+713
| +6% | +$77.9K | 0.03% | 105 |
|
|
2015
Q2 | $1.44M | Sell |
11,568
-941
| -8% | -$117K | 0.03% | 104 |
|
|
2015
Q1 | $1.56M | Sell |
12,509
-82,726
| -87% | -$10.3M | 0.03% | 103 |
|
|
2014
Q4 | $11.4M | Buy |
95,235
+86,862
| +1,037% | +$10.4M | 0.21% | 82 |
|
|
2014
Q3 | $916K | Sell |
8,373
-127
| -1% | -$13.9K | 0.02% | 105 |
|
|
2014
Q2 | $1.01M | Sell |
8,500
-3,688
| -30% | -$438K | 0.02% | 105 |
|
|
2014
Q1 | $1.42M | Sell |
12,188
-10,471
| -46% | -$1.22M | 0.03% | 105 |
|
|
2013
Q4 | $2.61M | Buy |
22,659
+4,042
| +22% | +$466K | 0.05% | 91 |
|
|
2013
Q3 | $1.99M | Sell |
18,617
-725
| -4% | -$77.3K | 0.04% | 90 |
|
|
2013
Q2 | $1.88M | Buy |
+19,342
| New | +$1.88M | 0.05% | 89 |
|