Salomon & Ludwin’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 | $15.3M | Buy |
69,110
+1,328
| +2% | +$294K | 1.51% | 20 |
|
|
2025
Q1 | $13.5M | Buy |
67,782
+2,339
| +4% | +$467K | 1.44% | 22 |
|
|
2024
Q4 | $14.5M | Sell |
65,443
-3,756
| -5% | -$830K | 1.53% | 21 |
|
|
2024
Q3 | $15.3M | Sell |
69,199
-5,417
| -7% | -$1.2M | 1.56% | 20 |
|
|
2024
Q2 | $15.1M | Sell |
74,616
-27,548
| -27% | -$5.59M | 1.69% | 18 |
|
|
2024
Q1 | $21.6M | Sell |
102,164
-1,822
| -2% | -$385K | 1.86% | 15 |
|
|
2023
Q4 | $18.4M | Hold |
103,986
| – | – | 1.92% | 17 |
|
|
2023
Q3 | $18.4M | Buy |
103,986
+1,318
| +1% | +$233K | 1.92% | 17 |
|
|
2023
Q2 | $19.2M | Buy |
102,668
+4,001
| +4% | +$749K | 2.05% | 15 |
|
|
2023
Q1 | $17.6M | Buy |
98,667
+2,956
| +3% | +$527K | 2.1% | 14 |
|
|
2022
Q4 | $16.7M | Sell |
95,711
-1,385
| -1% | -$241K | 2.12% | 15 |
|
|
2022
Q3 | $16M | Buy |
97,096
+7,590
| +8% | +$1.25M | 2.4% | 13 |
|
|
2022
Q2 | $15.2M | Buy |
89,506
+7,145
| +9% | +$1.21M | 2.34% | 13 |
|
|
2022
Q1 | $16.9M | Sell |
82,361
-741
| -0.9% | -$152K | 2.45% | 12 |
|
|
2021
Q4 | $18.5M | Buy |
83,102
+1,640
| +2% | +$365K | 2.62% | 12 |
|
|
2021
Q3 | $17.8M | Buy |
81,462
+2,151
| +3% | +$471K | 2.77% | 12 |
|
|
2021
Q2 | $18.2M | Buy |
79,311
+3,158
| +4% | +$724K | 2.85% | 11 |
|
|
2021
Q1 | $16.8M | Sell |
76,153
-3,628
| -5% | -$802K | 2.85% | 11 |
|
|
2020
Q4 | $15.6M | Sell |
79,781
-6,302
| -7% | -$1.24M | 2.9% | 10 |
|
|
2020
Q3 | $12.9M | Sell |
86,083
-6,601
| -7% | -$989K | 2.68% | 11 |
|
|
2020
Q2 | $13.3M | Buy |
92,684
+138
| +0.1% | +$19.8K | 2.86% | 11 |
|
|
2020
Q1 | $10.6M | Buy |
92,546
+2,428
| +3% | +$278K | 2.73% | 13 |
|
|
2019
Q4 | $14.9M | Sell |
90,118
-2,892
| -3% | -$479K | 2.96% | 13 |
|
|
2019
Q3 | $14.1M | Buy |
93,010
+3,626
| +4% | +$549K | 2.85% | 13 |
|
|
2019
Q2 | $13.9M | Sell |
89,384
-331
| -0.4% | -$51.5K | 2.81% | 13 |
|
|
2019
Q1 | $13.7M | Sell |
89,715
-3,858
| -4% | -$591K | 2.83% | 13 |
|
|
2018
Q4 | $12.5M | Buy |
+93,573
| New | +$12.5M | 2.89% | 13 |
|