WI
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Wedgewood Investors’s iShares Russell 2000 ETF IWM Stock Holding History

Wedgewood Investors’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 		$286K Hold
1,324
– – 0.33% 77
2025
Q1 		$264K Hold
1,324
– – 0.31% 83
2024
Q4 		$293K Hold
1,324
– – 0.34% 75
2024
Q3 		$292K Hold
1,324
– – 0.32% 80
2024
Q2 		$269K Buy
+1,324
New +$269K 0.32% 79
2023
Q4 		$266K Hold
1,324
– – 0.33% 82
2023
Q3 		$234K Buy
1,324
+8
+0.6% +$1.41K 0.32% 83
2023
Q2 		$246K Hold
1,316
– – 0.32% 84
2023
Q1 		$235K Hold
1,316
– – 0.31% 87
2022
Q4 		$229K Hold
1,316
– – 0.3% 87
2022
Q3 		$217K Sell
1,316
-74
-5% -$12.2K 0.33% 74
2022
Q2 		$236K Sell
1,390
-1,062
-43% -$180K 0.33% 78
2022
Q1 		$503K Hold
2,452
– – 0.61% 51
2021
Q4 		$545K Sell
2,452
-110
-4% -$24.4K 0.64% 45
2021
Q3 		$560K Sell
2,562
-70
-3% -$15.3K 0.73% 41
2021
Q2 		$604K Sell
2,632
-120
-4% -$27.5K 0.76% 41
2021
Q1 		$608K Sell
2,752
-100
-4% -$22.1K 0.76% 41
2020
Q4 		$559K Hold
2,852
– – 0.73% 41
2020
Q3 		$427K Hold
2,852
– – 0.64% 47
2020
Q2 		$408K Buy
2,852
+1
+0% +$143 0.66% 45
2020
Q1 		$326K Hold
2,851
– – 0.63% 47
2019
Q4 		$472K Hold
2,851
– – 0.67% 46
2019
Q3 		$432K Hold
2,851
– – 0.64% 46
2019
Q2 		$443K Buy
2,851
+24
+0.8% +$3.73K 0.63% 44
2019
Q1 		$433K Hold
2,827
– – 0.67% 46
2018
Q4 		$379K Hold
2,827
– – 0.69% 46
2018
Q3 		$477K Sell
2,827
-50
-2% -$8.44K 0.76% 44
2018
Q2 		$471K Sell
2,877
-19
-0.7% -$3.11K 0.8% 43
2018
Q1 		$440K Buy
2,896
+39
+1% +$5.93K 0.38% 63
2017
Q4 		$436K Hold
2,857
– – 0.35% 65
2017
Q3 		$423K Hold
2,857
– – 0.36% 65
2017
Q2 		$403K Sell
2,857
-200
-7% -$28.2K 0.35% 64
2017
Q1 		$420K Hold
3,057
– – 0.37% 59
2016
Q4 		$412K Sell
3,057
-10
-0.3% -$1.35K 0.38% 60
2016
Q3 		$381K Sell
3,067
-50
-2% -$6.21K 0.36% 65
2016
Q2 		$358K Sell
3,117
-50
-2% -$5.74K 0.34% 69
2016
Q1 		$350K Sell
3,167
-150
-5% -$16.6K 0.35% 65
2015
Q4 		$374K Sell
3,317
-125
-4% -$14.1K 0.38% 59
2015
Q3 		$376K Buy
3,442
+50
+1% +$5.46K 0.38% 63
2015
Q2 		$424K Sell
3,392
-4
-0.1% -$500 0.4% 59
2015
Q1 		$422K Sell
3,396
-75
-2% -$9.32K 0.41% 63
2014
Q4 		$415K Buy
3,471
+240
+7% +$28.7K 0.41% 63
2014
Q3 		$353K Hold
3,231
– – 0.37% 67
2014
Q2 		$384K Sell
3,231
-150
-4% -$17.8K 0.4% 67
2014
Q1 		$393K Sell
3,381
-100
-3% -$11.6K 0.42% 66
2013
Q4 		$402K Sell
3,481
-60
-2% -$6.93K 0.45% 60
2013
Q3 		$378K Hold
3,541
– – 0.45% 62
2013
Q2 		$343K Buy
+3,541
New +$343K 0.44% 67