Stifel Financial’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 | $122M | Sell |
563,267
-36,583
| -6% | -$7.89M | 0.12% | 184 |
|
|
2025
Q1 | $120M | Sell |
599,850
-58,148
| -9% | -$11.6M | 0.13% | 178 |
|
|
2024
Q4 | $145M | Buy |
657,998
+57,842
| +10% | +$12.8M | 0.15% | 147 |
|
|
2024
Q3 | $133M | Buy |
600,156
+77,612
| +15% | +$17.1M | 0.14% | 161 |
|
|
2024
Q2 | $106M | Buy |
522,544
+34,619
| +7% | +$7.02M | 0.12% | 174 |
|
|
2024
Q1 | $103M | Buy |
487,925
+2,474
| +0.5% | +$520K | 0.12% | 184 |
|
|
2023
Q4 | $97.4M | Buy |
485,451
+96,606
| +25% | +$19.4M | 0.12% | 180 |
|
|
2023
Q3 | $68.7M | Sell |
388,845
-23,650
| -6% | -$4.18M | 0.1% | 217 |
|
|
2023
Q2 | $77.3M | Sell |
412,495
-51,019
| -11% | -$9.55M | 0.11% | 199 |
|
|
2023
Q1 | $82.7M | Sell |
463,514
-76,482
| -14% | -$13.6M | 0.12% | 184 |
|
|
2022
Q4 | $94.2M | Buy |
539,996
+106,913
| +25% | +$18.6M | 0.14% | 165 |
|
|
2022
Q3 | $71.4M | Sell |
433,083
-24,344
| -5% | -$4.01M | 0.12% | 189 |
|
|
2022
Q2 | $77.5M | Sell |
457,427
-33,423
| -7% | -$5.66M | 0.12% | 183 |
|
|
2022
Q1 | $101M | Sell |
490,850
-12,152
| -2% | -$2.49M | 0.14% | 165 |
|
|
2021
Q4 | $112M | Buy |
503,002
+72,935
| +17% | +$16.2M | 0.15% | 157 |
|
|
2021
Q3 | $94.1M | Buy |
430,067
+4,245
| +1% | +$929K | 0.14% | 161 |
|
|
2021
Q2 | $97.7M | Buy |
425,822
+12,755
| +3% | +$2.93M | 0.15% | 154 |
|
|
2021
Q1 | $91.3M | Buy |
413,067
+17,393
| +4% | +$3.84M | 0.15% | 148 |
|
|
2020
Q4 | $77.6M | Buy |
395,674
+115,026
| +41% | +$22.6M | 0.14% | 160 |
|
|
2020
Q3 | $42M | Buy |
280,648
+39,324
| +16% | +$5.89M | 0.09% | 220 |
|
|
2020
Q2 | $34.6M | Sell |
241,324
-105,553
| -30% | -$15.1M | 0.08% | 228 |
|
|
2020
Q1 | $39.7M | Sell |
346,877
-188,970
| -35% | -$21.6M | 0.11% | 192 |
|
|
2019
Q4 | $88.7M | Buy |
535,847
+118,166
| +28% | +$19.6M | 0.18% | 136 |
|
|
2019
Q3 | $63.2M | Buy |
417,681
+54,374
| +15% | +$8.23M | 0.16% | 162 |
|
|
2019
Q2 | $56.5M | Buy |
363,307
+64,700
| +22% | +$10.1M | 0.15% | 170 |
|
|
2019
Q1 | $45.7M | Sell |
298,607
-294,432
| -50% | -$45.1M | 0.13% | 189 |
|
|
2018
Q4 | $79.4M | Buy |
593,039
+243,314
| +70% | +$32.6M | 0.26% | 95 |
|
|
2018
Q3 | $59M | Buy |
349,725
+18,315
| +6% | +$3.09M | 0.17% | 143 |
|
|
2018
Q2 | $54.3M | Buy |
331,410
+6,675
| +2% | +$1.09M | 0.17% | 143 |
|
|
2018
Q1 | $49.3M | Sell |
324,735
-12,910
| -4% | -$1.96M | 0.16% | 156 |
|
|
2017
Q4 | $51.5M | Buy |
337,645
+142,660
| +73% | +$21.7M | 0.16% | 154 |
|
|
2017
Q3 | $28.9M | Sell |
194,985
-56,089
| -22% | -$8.31M | 0.1% | 215 |
|
|
2017
Q2 | $35.4M | Buy |
251,074
+77,546
| +45% | +$10.9M | 0.13% | 178 |
|
|
2017
Q1 | $23.9M | Sell |
173,528
-14,054
| -7% | -$1.93M | 0.09% | 227 |
|
|
2016
Q4 | $25.3M | Buy |
187,582
+11,978
| +7% | +$1.62M | 0.11% | 208 |
|
|
2016
Q3 | $21.8M | Sell |
175,604
-18,356
| -9% | -$2.28M | 0.1% | 225 |
|
|
2016
Q2 | $22.3M | Sell |
193,960
-37,568
| -16% | -$4.32M | 0.1% | 207 |
|
|
2016
Q1 | $25.6M | Sell |
231,528
-149,048
| -39% | -$16.5M | 0.14% | 167 |
|
|
2015
Q4 | $42.9M | Buy |
380,576
+110,482
| +41% | +$12.4M | 0.22% | 115 |
|
|
2015
Q3 | $29.5M | Buy |
270,094
+25,545
| +10% | +$2.79M | 0.17% | 150 |
|
|
2015
Q2 | $30.5M | Buy |
244,549
+24,502
| +11% | +$3.06M | 0.16% | 155 |
|
|
2015
Q1 | $27.4M | Sell |
220,047
-444
| -0.2% | -$55.2K | 0.15% | 166 |
|
|
2014
Q4 | $26.4M | Buy |
220,491
+62,684
| +40% | +$7.5M | 0.15% | 174 |
|
|
2014
Q3 | $17.3M | Sell |
157,807
-2,162
| -1% | -$236K | 0.15% | 164 |
|
|
2014
Q2 | $19M | Sell |
159,969
-88,884
| -36% | -$10.6M | 0.17% | 148 |
|
|
2014
Q1 | $29M | Buy |
+248,853
| New | +$29M | 0.28% | 71 |
|