Sand Hill Global Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $141M | Sell |
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|
2025
Q2 | $131M | Sell |
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|
2025
Q1 | $128M | Buy |
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|
2024
Q4 | $140M | Sell |
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|
2024
Q3 | $140M | Buy |
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|
2024
Q2 | $128M | Buy |
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|
2024
Q1 | $130M | Sell |
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|
2023
Q4 | $126M | Buy |
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|
2023
Q3 | $111M | Buy |
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|
2023
Q2 | $116M | Buy |
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|
2023
Q1 | $106M | Buy |
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|
2022
Q4 | $102M | Buy |
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|
2022
Q3 | $95.7M | Buy |
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|
2022
Q2 | $92.4M | Sell |
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|
2022
Q1 | $112M | Buy |
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|
2021
Q4 | $115M | Buy |
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|
2021
Q3 | $108M | Buy |
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|
2021
Q2 | $109M | Buy |
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|
2021
Q1 | $97.5M | Buy |
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|
2020
Q4 | $80.6M | Sell |
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|
2020
Q3 | $64.3M | Sell |
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|
2020
Q2 | $61.5M | Sell |
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|
2020
Q1 | $82.3M | Buy |
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|
2019
Q4 | $77.5M | Buy |
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|
2019
Q3 | $70.1M | Buy |
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|
2019
Q2 | $71.1M | Buy |
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|
2019
Q1 | $69.7M | Buy |
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|
2018
Q4 | $48M | Sell |
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|
2018
Q3 | $87.8M | Sell |
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|
2018
Q2 | $86.9M | Buy |
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|
2018
Q1 | $7.25M | Sell |
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|
2017
Q4 | $78.2M | Buy |
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|
2017
Q3 | $47.9M | Buy |
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|
2017
Q2 | $262K | Buy |
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|
2017
Q1 | $225K | Sell |
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|
2016
Q4 | $292K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $24.5M | Buy |
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|
2015
Q4 | $24M | Buy |
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|
2015
Q3 | $22.6M | Buy |
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