Select Equity Group’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 | – | Hold |
0
| – | – | – | 156 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 159 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 156 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 153 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 162 |
|
|
2023
Q1 | – | Sell |
-2,081
| Closed | -$363K | – | 171 |
|
|
2022
Q4 | $363K | Buy |
+2,081
| New | +$363K | ﹤0.01% | 162 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 171 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 162 |
|
|
2022
Q1 | – | Sell |
-1,609
| Closed | -$358K | – | 169 |
|
|
2021
Q4 | $358K | Buy |
+1,609
| New | +$358K | ﹤0.01% | 155 |
|
|
2019
Q2 | – | Sell |
-58,939
| Closed | -$9.02M | – | 97 |
|
|
2019
Q1 | $9.02M | Sell |
58,939
-21,721
| -27% | -$3.33M | 0.06% | 75 |
|
|
2018
Q4 | $10.8M | Buy |
80,660
+53,953
| +202% | +$7.22M | 0.08% | 78 |
|
|
2018
Q3 | $4.5M | Sell |
26,707
-20,730
| -44% | -$3.49M | 0.03% | 87 |
|
|
2018
Q2 | $7.77M | Buy |
47,437
+9,450
| +25% | +$1.55M | 0.06% | 83 |
|
|
2018
Q1 | $5.77M | Buy |
37,987
+1,504
| +4% | +$228K | 0.05% | 83 |
|
|
2017
Q4 | $5.56M | Sell |
36,483
-3,149
| -8% | -$480K | 0.04% | 85 |
|
|
2017
Q3 | $5.87M | Sell |
39,632
-15,500
| -28% | -$2.3M | 0.04% | 79 |
|
|
2017
Q2 | $7.77M | Sell |
55,132
-13,650
| -20% | -$1.92M | 0.06% | 96 |
|
|
2017
Q1 | $9.46M | Buy |
68,782
+30,401
| +79% | +$4.18M | 0.07% | 86 |
|
|
2016
Q4 | $5.18M | Sell |
38,381
-2,479
| -6% | -$334K | 0.04% | 83 |
|
|
2016
Q3 | $5.08M | Buy |
40,860
+25,030
| +158% | +$3.11M | 0.04% | 92 |
|
|
2016
Q2 | $1.82M | Buy |
+15,830
| New | +$1.82M | 0.02% | 85 |
|