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SA
Shilanski & Associates’s
iShares Russell 2000 ETF
IWM
Stock Holding History
Shilanski & Associates’s Portfolio
IWM Stock Details
IWM Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q3
$230K
Hold
951
–
–
0.06%
99
2025
Q2
$205K
Buy
+951
New
+$191K
0.06%
103
2025
Q1
–
Sell
-989
Closed
-$219K
–
107
2024
Q4
$219K
Buy
989
+38
+4%
+$8.66K
0.07%
96
2024
Q3
$210K
Buy
+951
New
+$204K
0.07%
96
2024
Q2
–
Sell
-974
Closed
-$205K
–
111
2024
Q1
$205K
Buy
+974
New
+$194K
0.07%
99
2022
Q4
–
Sell
-1,737
Closed
-$286K
–
155
2022
Q3
$286K
Buy
+1,737
New
+$317K
0.1%
104
2022
Q1
–
Sell
-974
Closed
-$217K
–
134
2021
Q4
$217K
Hold
974
–
–
0.09%
105
2021
Q3
$213K
Hold
974
–
–
0.1%
103
2021
Q2
$223K
Buy
974
+8
+0.8%
+$1.8K
0.11%
96
2021
Q1
$213K
Buy
+966
New
+$211K
0.11%
95
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1-Year Est. Return
BlackRock
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1-Year Est. Return
Empower Advisory Group
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$38.5B AUM
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1-Year Est. Return
JP Morgan Chase
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$1.56T AUM
27.86%
1-Year Est. Return
Royal Bank of Canada
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$570B AUM
27.57%
1-Year Est. Return
LPL Financial
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$377B AUM
19.32%
1-Year Est. Return
Rafferty Asset Management
New York
$24.6B AUM
47.06%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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