Washington Capital 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 | $1.07M | Buy |
4,939
+2,864
| +138% | +$618K | 0.79% | 27 |
|
|
2025
Q1 | $414K | Hold |
2,075
| – | – | 0.33% | 88 |
|
|
2024
Q4 | $458K | Sell |
2,075
-10
| -0.5% | -$2.21K | 0.36% | 85 |
|
|
2024
Q3 | $461K | Sell |
2,085
-2,700
| -56% | -$596K | 0.36% | 84 |
|
|
2024
Q2 | $971K | Sell |
4,785
-5,415
| -53% | -$1.1M | 0.82% | 26 |
|
|
2024
Q1 | $2.15M | Buy |
10,200
+4,305
| +73% | +$905K | 1.74% | 7 |
|
|
2023
Q4 | $1.18M | Buy |
5,895
+3,945
| +202% | +$792K | 1.01% | 21 |
|
|
2023
Q3 | $345K | Hold |
1,950
| – | – | 0.32% | 92 |
|
|
2023
Q2 | $365K | Buy |
+1,950
| New | +$365K | 0.31% | 93 |
|
|
2023
Q1 | – | Sell |
-1,180
| Closed | -$206K | – | 108 |
|
|
2022
Q4 | $206K | Buy |
+1,180
| New | +$206K | 0.19% | 103 |
|
|
2022
Q2 | – | Sell |
-6,780
| Closed | -$1.39M | – | 107 |
|
|
2022
Q1 | $1.39M | Sell |
6,780
-57
| -0.8% | -$11.7K | 1.15% | 24 |
|
|
2021
Q4 | $1.52M | Buy |
+6,837
| New | +$1.52M | 1.23% | 19 |
|
|
2020
Q4 | – | Sell |
-7,693
| Closed | -$1.15M | – | 106 |
|
|
2020
Q3 | $1.15M | Buy |
7,693
+1,823
| +31% | +$273K | 1.18% | 21 |
|
|
2020
Q2 | $840K | Buy |
+5,870
| New | +$840K | 0.93% | 25 |
|
|
2020
Q1 | – | Sell |
-19,645
| Closed | -$3.26M | – | 100 |
|
|
2019
Q4 | $3.26M | Buy |
19,645
+100
| +0.5% | +$16.6K | 2.8% | 4 |
|
|
2019
Q3 | $2.96M | Buy |
19,545
+5,680
| +41% | +$860K | 2.9% | 3 |
|
|
2019
Q2 | $2.16M | Sell |
13,865
-90
| -0.6% | -$14K | 2.45% | 6 |
|
|
2019
Q1 | $2.14M | Sell |
13,955
-3,050
| -18% | -$467K | 2.42% | 6 |
|
|
2018
Q4 | $2.28M | Buy |
+17,005
| New | +$2.28M | 2.64% | 7 |
|
|
2018
Q1 | – | Sell |
-4,000
| Closed | -$610K | – | 105 |
|
|
2017
Q4 | $610K | Buy |
+4,000
| New | +$610K | 0.61% | 37 |
|