Schroder Investment Management Group
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Schroder Investment Management Group’s iShares Russell 2000 ETF IWM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$235K Sell
1,180
-261,441
-100% -$52.2M ﹤0.01% 1144
2024
Q4
$58M Buy
262,621
+261,791
+31,541% +$57.8M 0.06% 270
2024
Q3
$183K Hold
830
﹤0.01% 1173
2024
Q2
$168K Buy
830
+400
+93% +$80.8K ﹤0.01% 1172
2024
Q1
$90.1K Sell
430
-400
-48% -$83.9K ﹤0.01% 1187
2023
Q4
$167K Sell
830
-26,753
-97% -$5.37M ﹤0.01% 1157
2023
Q3
$4.88M Sell
27,583
-509,437
-95% -$90M 0.01% 761
2023
Q2
$101M Buy
537,020
+535,655
+39,242% +$100M 0.14% 151
2023
Q1
$244K Sell
1,365
-13,693
-91% -$2.44M ﹤0.01% 1198
2022
Q4
$2.63M Buy
15,058
+11,827
+366% +$2.06M ﹤0.01% 898
2022
Q3
$533K Sell
3,231
-50
-2% -$8.25K ﹤0.01% 1131
2022
Q2
$556K Sell
3,281
-33,525
-91% -$5.68M ﹤0.01% 1162
2022
Q1
$7.64M Buy
+36,806
New +$7.64M 0.01% 730
2021
Q4
Sell
-223,107
Closed -$48.8M 1452
2021
Q3
$48.8M Buy
223,107
+218,021
+4,287% +$47.7M 0.08% 269
2021
Q2
$1.17M Hold
5,086
﹤0.01% 1104
2021
Q1
$1.12M Sell
5,086
-599,192
-99% -$132M ﹤0.01% 1136
2020
Q4
$118M Buy
604,278
+545,836
+934% +$107M 0.17% 113
2020
Q3
$8.93M Sell
58,442
-465
-0.8% -$71.1K 0.01% 608
2020
Q2
$8.44M Buy
58,907
+55,492
+1,625% +$7.95M 0.02% 594
2020
Q1
$384K Sell
3,415
-256,154
-99% -$28.8M ﹤0.01% 1019
2019
Q4
$43M Buy
259,569
+256,354
+7,974% +$42.5M 0.07% 303
2019
Q3
$486K Buy
3,215
+100
+3% +$15.1K ﹤0.01% 1047
2019
Q2
$485K Sell
3,115
-77,820
-96% -$12.1M ﹤0.01% 977
2019
Q1
$12.4M Buy
80,935
+6,830
+9% +$1.05M 0.02% 545
2018
Q4
$9.92K Sell
74,105
-89,275
-55% -$12K 0.02% 553
2018
Q3
$27.5M Sell
163,380
-334,391
-67% -$56.4M 0.05% 416
2018
Q2
$81.6M Buy
497,771
+293,967
+144% +$48.2M 0.14% 175
2018
Q1
$30.9M Sell
203,804
-737,850
-78% -$112M 0.05% 366
2017
Q4
$144M Buy
941,654
+717,301
+320% +$109M 0.24% 95
2017
Q3
$33.2M Buy
224,353
+58,048
+35% +$8.58M 0.06% 368
2017
Q2
$23.5M Sell
166,305
-28,689
-15% -$4.05M 0.04% 435
2017
Q1
$26.8M Buy
194,994
+56,421
+41% +$7.74M 0.05% 406
2016
Q4
$18.7M Buy
138,573
+56,033
+68% +$7.56M 0.04% 498
2016
Q3
$10.3M Buy
82,540
+2,960
+4% +$368K 0.02% 629
2016
Q2
$9.15M Sell
79,580
-39,733
-33% -$4.57M 0.02% 628
2016
Q1
$13.2M Sell
119,313
-12,738
-10% -$1.41M 0.03% 552
2015
Q4
$14.9M Buy
132,051
+20,696
+19% +$2.33M 0.03% 539
2015
Q3
$12.2M Sell
111,355
-43,800
-28% -$4.78M 0.03% 566
2015
Q2
$19.3M Buy
155,155
+16,940
+12% +$2.11M 0.04% 479
2015
Q1
$17M Buy
138,215
+105,275
+320% +$13M 0.03% 524
2014
Q4
$3.94M Sell
32,940
-43,070
-57% -$5.15M 0.01% 816
2014
Q3
$8.31M Buy
76,010
+29,055
+62% +$3.18M 0.01% 706
2014
Q2
$5.58M Buy
46,955
+17,800
+61% +$2.11M 0.01% 750
2014
Q1
$3.39M Sell
29,155
-31,300
-52% -$3.64M ﹤0.01% 840
2013
Q4
$6.97M Sell
60,455
-63,000
-51% -$7.27M 0.01% 733
2013
Q3
$13.2M Buy
123,455
+115,755
+1,503% +$12.3M 0.03% 558
2013
Q2
$747K Buy
+7,700
New +$747K ﹤0.01% 1047