Sumitomo Mitsui Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

Sumitomo Mitsui Financial Group’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$172K	Sell	799 -102	-11%	-$22K	﹤0.01%	127
2025 Q1	$180K	Sell	901 -95	-10%	-$19K	﹤0.01%	118
2024 Q4	$220K	Buy	996 +48	+5%	+$10.6K	﹤0.01%	110
2024 Q3	$209K	Buy	948 +931	+5,476%	+$206K	﹤0.01%	114
2024 Q2	$3.45K	Hold	17	–	–	﹤0.01%	141
2024 Q1	$3.58K	Hold	17	–	–	﹤0.01%	137
2023 Q4	$3.41K	Hold	17	–	–	﹤0.01%	139
2023 Q3	$3K	Sell	17 -21	-55%	-$3.71K	﹤0.01%	142
2023 Q2	$7.11K	Hold	38	–	–	﹤0.01%	145
2023 Q1	$6.78K	Hold	38	–	–	﹤0.01%	144
2022 Q4	$6.63K	Hold	38	–	–	﹤0.01%	143
2022 Q3	$6K	Sell	38 -461	-92%	-$72.8K	﹤0.01%	145
2022 Q2	$85K	Sell	499 -264	-35%	-$45K	﹤0.01%	146
2022 Q1	$157K	Hold	763	–	–	﹤0.01%	137
2021 Q4	$170K	Sell	763 -6	-0.8%	-$1.34K	﹤0.01%	133
2021 Q3	$168K	Sell	769 -611	-44%	-$133K	﹤0.01%	140
2021 Q2	$317K	Sell	1,380 -167	-11%	-$38.4K	0.01%	109
2021 Q1	$342K	Buy	1,547 +1,471	+1,936%	+$325K	0.01%	112
2020 Q4	$15K	Hold	76	–	–	﹤0.01%	125
2020 Q3	$11K	Sell	76 -327	-81%	-$47.3K	﹤0.01%	132
2020 Q2	$58K	Sell	403 -817	-67%	-$118K	﹤0.01%	106
2020 Q1	$139K	Sell	1,220 -120	-9%	-$13.7K	0.01%	95
2019 Q4	$222K	Sell	1,340 -159	-11%	-$26.3K	0.02%	86
2019 Q3	$227K	Sell	1,499 -663	-31%	-$100K	0.02%	80
2019 Q2	$336K	Sell	2,162 -4,245	-66%	-$660K	0.03%	75
2019 Q1	$981K	Sell	6,407 -6,291	-50%	-$963K	0.09%	59
2018 Q4	$1.69M	Buy	12,698 +852	+7%	+$113K	0.11%	49
2018 Q3	$2M	Buy	11,846 +2,551	+27%	+$430K	0.16%	42
2018 Q2	$1.52M	Buy	9,295 +1,412	+18%	+$231K	0.16%	43
2018 Q1	$1.2M	Buy	7,883 +3,395	+76%	+$516K	0.11%	48
2017 Q4	$684K	Sell	4,488 -1,297,543	-100%	-$198M	0.09%	50
2017 Q3	$193M	Buy	1,302,031 +1,300,837	+108,948%	+$193M	22.87%	1
2017 Q2	$168K	Buy	+1,194	New	+$168K	0.03%	65