Roffman Miller Associates’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 | $243K | Hold |
1,127
| – | – | 0.01% | 74 |
|
|
2025
Q1 | $225K | Sell |
1,127
-19
| -2% | -$3.79K | 0.01% | 75 |
|
|
2024
Q4 | $253K | Buy |
1,146
+19
| +2% | +$4.2K | 0.02% | 75 |
|
|
2024
Q3 | $249K | Hold |
1,127
| – | – | 0.02% | 75 |
|
|
2024
Q2 | $229K | Sell |
1,127
-7
| -0.6% | -$1.42K | 0.02% | 75 |
|
|
2024
Q1 | $238K | Sell |
1,134
-29
| -2% | -$6.1K | 0.02% | 77 |
|
|
2023
Q4 | $233K | Sell |
1,163
-24
| -2% | -$4.82K | 0.02% | 76 |
|
|
2023
Q3 | $210K | Buy |
1,187
+27
| +2% | +$4.77K | 0.02% | 77 |
|
|
2023
Q2 | $217K | Sell |
1,160
-668
| -37% | -$125K | 0.02% | 74 |
|
|
2023
Q1 | $326K | Hold |
1,828
| – | – | 0.03% | 72 |
|
|
2022
Q4 | $319K | Buy |
1,828
+33
| +2% | +$5.75K | 0.03% | 73 |
|
|
2022
Q3 | $296K | Sell |
1,795
-36
| -2% | -$5.94K | 0.03% | 74 |
|
|
2022
Q2 | $310K | Hold |
1,831
| – | – | 0.03% | 76 |
|
|
2022
Q1 | $376K | Buy |
1,831
+20
| +1% | +$4.11K | 0.03% | 75 |
|
|
2021
Q4 | $403K | Hold |
1,811
| – | – | 0.03% | 73 |
|
|
2021
Q3 | $396K | Hold |
1,811
| – | – | 0.03% | 72 |
|
|
2021
Q2 | $415K | Buy |
1,811
+4
| +0.2% | +$917 | 0.03% | 70 |
|
|
2021
Q1 | $399K | Hold |
1,807
| – | – | 0.03% | 69 |
|
|
2020
Q4 | $354K | Buy |
1,807
+74
| +4% | +$14.5K | 0.03% | 74 |
|
|
2020
Q3 | $260K | Sell |
1,733
-32
| -2% | -$4.8K | 0.03% | 74 |
|
|
2020
Q2 | $253K | Sell |
1,765
-248
| -12% | -$35.5K | 0.03% | 127 |
|
|
2020
Q1 | $230K | Sell |
2,013
-222
| -10% | -$25.4K | 0.03% | 77 |
|
|
2019
Q4 | $370K | Sell |
2,235
-75
| -3% | -$12.4K | 0.04% | 77 |
|
|
2019
Q3 | $350K | Sell |
2,310
-1,103
| -32% | -$167K | 0.04% | 82 |
|
|
2019
Q2 | $531K | Sell |
3,413
-351
| -9% | -$54.6K | 0.06% | 65 |
|
|
2019
Q1 | $574K | Buy |
3,764
+925
| +33% | +$141K | 0.07% | 64 |
|
|
2018
Q4 | $380K | Sell |
2,839
-1,189
| -30% | -$159K | 0.05% | 64 |
|
|
2018
Q3 | $679K | Buy |
+4,028
| New | +$679K | 0.08% | 64 |
|