Sand Hill Global Advisors’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 | $131M | Sell |
609,174
-34,767
| -5% | -$7.5M | 4.88% | 6 |
|
|
2025
Q1 | $128M | Buy |
643,941
+10,013
| +2% | +$2M | 5.29% | 6 |
|
|
2024
Q4 | $140M | Sell |
633,928
-1,115
| -0.2% | -$246K | 5.93% | 5 |
|
|
2024
Q3 | $140M | Buy |
635,043
+3,101
| +0.5% | +$685K | 5.91% | 5 |
|
|
2024
Q2 | $128M | Buy |
631,942
+14,931
| +2% | +$3.03M | 5.82% | 5 |
|
|
2024
Q1 | $130M | Sell |
617,011
-12,474
| -2% | -$2.62M | 6.16% | 5 |
|
|
2023
Q4 | $126M | Buy |
629,485
+4,006
| +0.6% | +$804K | 6.08% | 4 |
|
|
2023
Q3 | $111M | Buy |
625,479
+5,032
| +0.8% | +$889K | 6.09% | 5 |
|
|
2023
Q2 | $116M | Buy |
620,447
+23,920
| +4% | +$4.48M | 5.77% | 6 |
|
|
2023
Q1 | $106M | Buy |
596,527
+9,177
| +2% | +$1.64M | 5.71% | 6 |
|
|
2022
Q4 | $102M | Buy |
587,350
+7,183
| +1% | +$1.25M | 5.78% | 6 |
|
|
2022
Q3 | $95.7M | Buy |
580,167
+34,632
| +6% | +$5.71M | 6.02% | 5 |
|
|
2022
Q2 | $92.4M | Sell |
545,535
-1,344
| -0.2% | -$228K | 5.26% | 6 |
|
|
2022
Q1 | $112M | Buy |
546,879
+29,656
| +6% | +$6.09M | 6.21% | 5 |
|
|
2021
Q4 | $115M | Buy |
517,223
+21,502
| +4% | +$4.78M | 6.45% | 5 |
|
|
2021
Q3 | $108M | Buy |
495,721
+19,488
| +4% | +$4.26M | 6.58% | 5 |
|
|
2021
Q2 | $109M | Buy |
476,233
+35,115
| +8% | +$8.05M | 6.67% | 5 |
|
|
2021
Q1 | $97.5M | Buy |
441,118
+30,014
| +7% | +$6.63M | 6.34% | 5 |
|
|
2020
Q4 | $80.6M | Sell |
411,104
-18,302
| -4% | -$3.59M | 5.39% | 5 |
|
|
2020
Q3 | $64.3M | Sell |
429,406
-323
| -0.1% | -$48.4K | 4.89% | 5 |
|
|
2020
Q2 | $61.5M | Sell |
429,729
-289,274
| -40% | -$41.4M | 4.92% | 5 |
|
|
2020
Q1 | $82.3M | Buy |
719,003
+251,459
| +54% | +$28.8M | 7.81% | 4 |
|
|
2019
Q4 | $77.5M | Buy |
467,544
+4,104
| +0.9% | +$680K | 7.02% | 4 |
|
|
2019
Q3 | $70.1M | Buy |
463,440
+6,473
| +1% | +$980K | 6.58% | 4 |
|
|
2019
Q2 | $71.1M | Buy |
456,967
+1,656
| +0.4% | +$258K | 7.29% | 4 |
|
|
2019
Q1 | $69.7M | Buy |
455,311
+96,842
| +27% | +$14.8M | 7.12% | 4 |
|
|
2018
Q4 | $48M | Sell |
358,469
-162,597
| -31% | -$21.8M | 5.16% | 4 |
|
|
2018
Q3 | $87.8M | Sell |
521,066
-9,483
| -2% | -$1.6M | 8.37% | 3 |
|
|
2018
Q2 | $86.9M | Buy |
530,549
+482,777
| +1,011% | +$79.1M | 8.57% | 3 |
|
|
2018
Q1 | $7.25M | Sell |
47,772
-464,883
| -91% | -$70.6M | 7% | 4 |
|
|
2017
Q4 | $78.2M | Buy |
512,655
+189,371
| +59% | +$28.9M | 7.77% | 4 |
|
|
2017
Q3 | $47.9M | Buy |
323,284
+321,423
| +17,272% | +$47.6M | 5.11% | 5 |
|
|
2017
Q2 | $262K | Buy |
1,861
+225
| +14% | +$31.7K | 0.03% | 98 |
|
|
2017
Q1 | $225K | Sell |
1,636
-532
| -25% | -$73.2K | 0.03% | 83 |
|
|
2016
Q4 | $292K | Buy |
+2,168
| New | +$292K | 0.04% | 71 |
|
|
2016
Q2 | – | Sell |
-221,632
| Closed | -$24.5M | – | 77 |
|
|
2016
Q1 | $24.5M | Buy |
221,632
+8,310
| +4% | +$919K | 3.73% | 7 |
|
|
2015
Q4 | $24M | Buy |
213,322
+6,593
| +3% | +$743K | 3.86% | 7 |
|
|
2015
Q3 | $22.6M | Buy |
+206,729
| New | +$22.6M | 3.61% | 9 |
|