Security Benefit Life Insurance Company’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
Q1 | – | Sell |
-2,800
| Closed | -$619K | – | 20 |
|
|
2024
Q4 | $619K | Hold |
2,800
| – | – | 0.2% | 13 |
|
|
2024
Q3 | $618K | Buy |
+2,800
| New | +$618K | 0.31% | 11 |
|
|
2024
Q2 | – | Sell |
-5,700
| Closed | -$1.2M | – | 31 |
|
|
2024
Q1 | $1.2M | Buy |
5,700
+3,000
| +111% | +$631K | 0.37% | 9 |
|
|
2023
Q4 | $542K | Buy |
+2,700
| New | +$542K | 0.11% | 12 |
|
|
2023
Q2 | – | Sell |
-8,100
| Closed | -$1.45M | – | 63 |
|
|
2023
Q1 | $1.45M | Hold |
8,100
| – | – | 0.17% | 23 |
|
|
2022
Q4 | $1.41M | Hold |
8,100
| – | – | 0.18% | 23 |
|
|
2022
Q3 | $1.34M | Hold |
8,100
| – | – | 0.13% | 24 |
|
|
2022
Q2 | $1.37M | Hold |
8,100
| – | – | 0.08% | 23 |
|
|
2022
Q1 | $1.66M | Sell |
8,100
-5,700
| -41% | -$1.17M | 0.1% | 14 |
|
|
2021
Q4 | $3.07M | Sell |
13,800
-30,300
| -69% | -$6.74M | 0.17% | 20 |
|
|
2021
Q3 | $9.65M | Hold |
44,100
| – | – | 0.58% | 30 |
|
|
2021
Q2 | $10.1M | Buy |
+44,100
| New | +$10.1M | 0.78% | 21 |
|
|
2020
Q3 | $2.4M | Hold |
16,000
| – | – | 3.43% | 7 |
|
|
2020
Q2 | $2.29M | Buy |
+16,000
| New | +$2.29M | 4.9% | 7 |
|
|
2019
Q1 | – | Sell |
-20,000
| Closed | -$2.68M | – | 8 |
|
|
2018
Q4 | $2.68M | Buy |
+20,000
| New | +$2.68M | 1.6% | 6 |
|