Van Hulzen Asset Management’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 | $203K | Buy |
+939
| New | +$203K | 0.02% | 307 |
|
|
2025
Q1 | – | Sell |
-1,004
| Closed | -$222K | – | 698 |
|
|
2024
Q4 | $222K | Buy |
+1,004
| New | +$222K | 0.02% | 290 |
|
|
2023
Q1 | – | Sell |
-1,308
| Closed | -$228K | – | 313 |
|
|
2022
Q4 | $228K | Buy |
+1,308
| New | +$228K | 0.03% | 255 |
|
|
2022
Q3 | – | Sell |
-1,477
| Closed | -$250K | – | 294 |
|
|
2022
Q2 | $250K | Buy |
1,477
+308
| +26% | +$52.1K | 0.03% | 248 |
|
|
2022
Q1 | $240K | Sell |
1,169
-100
| -8% | -$20.5K | 0.03% | 262 |
|
|
2021
Q4 | $282K | Buy |
+1,269
| New | +$282K | 0.03% | 243 |
|
|
2021
Q3 | – | Sell |
-883
| Closed | -$203K | – | 288 |
|
|
2021
Q2 | $203K | Buy |
+883
| New | +$203K | 0.03% | 256 |
|
|
2021
Q1 | – | Sell |
-18,738
| Closed | -$3.67M | – | 292 |
|
|
2020
Q4 | $3.67M | Sell |
18,738
-1,552
| -8% | -$304K | 0.56% | 53 |
|
|
2020
Q3 | $3.04M | Sell |
20,290
-858
| -4% | -$129K | 0.46% | 55 |
|
|
2020
Q2 | $3.03M | Sell |
21,148
-111
| -0.5% | -$15.9K | 0.46% | 50 |
|
|
2020
Q1 | $2.43M | Sell |
21,259
-248
| -1% | -$28.4K | 0.52% | 46 |
|
|
2019
Q4 | $3.56M | Buy |
21,507
+1,857
| +9% | +$308K | 0.69% | 42 |
|
|
2019
Q3 | $2.97M | Sell |
19,650
-1,201
| -6% | -$182K | 0.63% | 46 |
|
|
2019
Q2 | $3.24M | Buy |
20,851
+4,208
| +25% | +$654K | 0.71% | 42 |
|
|
2019
Q1 | $2.55M | Buy |
16,643
+4,903
| +42% | +$751K | 0.69% | 36 |
|
|
2018
Q4 | $1.57M | Buy |
11,740
+8,554
| +268% | +$1.15M | 0.46% | 60 |
|
|
2018
Q3 | $537K | Buy |
3,186
+1,107
| +53% | +$187K | 0.14% | 117 |
|
|
2018
Q2 | $341K | Sell |
2,079
-22
| -1% | -$3.61K | 0.1% | 130 |
|
|
2018
Q1 | $319K | Buy |
2,101
+672
| +47% | +$102K | 0.1% | 134 |
|
|
2017
Q4 | $218K | Buy |
+1,429
| New | +$218K | 0.07% | 190 |
|