William Blair & Company’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 | $107M | Sell |
493,580
-24,873
| -5% | -$5.37M | 0.3% | 81 |
|
2025
Q1 | $103M | Sell |
518,453
-11,355
| -2% | -$2.27M | 0.31% | 84 |
|
2024
Q4 | $117M | Buy |
529,808
+35,522
| +7% | +$7.85M | 0.34% | 71 |
|
2024
Q3 | $109M | Buy |
494,286
+46,881
| +10% | +$10.4M | 0.32% | 77 |
|
2024
Q2 | $90.8M | Buy |
447,405
+12,066
| +3% | +$2.45M | 0.28% | 86 |
|
2024
Q1 | $91.6M | Buy |
435,339
+19,661
| +5% | +$4.13M | 0.29% | 86 |
|
2023
Q4 | $83.4M | Buy |
415,678
+47,531
| +13% | +$9.54M | 0.28% | 84 |
|
2023
Q3 | $65.1M | Buy |
368,147
+30,429
| +9% | +$5.38M | 0.25% | 97 |
|
2023
Q2 | $63.2M | Buy |
337,718
+35,057
| +12% | +$6.57M | 0.23% | 98 |
|
2023
Q1 | $54M | Buy |
302,661
+25,557
| +9% | +$4.56M | 0.22% | 107 |
|
2022
Q4 | $48.3M | Buy |
277,104
+6,528
| +2% | +$1.14M | 0.21% | 108 |
|
2022
Q3 | $44.6M | Buy |
270,576
+1,031
| +0.4% | +$170K | 0.2% | 108 |
|
2022
Q2 | $45.7M | Sell |
269,545
-23,808
| -8% | -$4.03M | 0.2% | 112 |
|
2022
Q1 | $60.2M | Sell |
293,353
-3,572
| -1% | -$733K | 0.21% | 110 |
|
2021
Q4 | $66.1M | Buy |
296,925
+73,808
| +33% | +$16.4M | 0.21% | 112 |
|
2021
Q3 | $48.8M | Buy |
223,117
+1,281
| +0.6% | +$280K | 0.17% | 135 |
|
2021
Q2 | $50.9M | Buy |
221,836
+7,649
| +4% | +$1.75M | 0.18% | 127 |
|
2021
Q1 | $47.3M | Sell |
214,187
-5,887
| -3% | -$1.3M | 0.18% | 130 |
|
2020
Q4 | $43.1M | Buy |
220,074
+12,569
| +6% | +$2.46M | 0.16% | 134 |
|
2020
Q3 | $31.1M | Buy |
207,505
+37,278
| +22% | +$5.58M | 0.13% | 150 |
|
2020
Q2 | $24.4M | Buy |
170,227
+20,239
| +13% | +$2.9M | 0.12% | 159 |
|
2020
Q1 | $17.2M | Sell |
149,988
-44,902
| -23% | -$5.14M | 0.11% | 171 |
|
2019
Q4 | $32.3M | Buy |
194,890
+8,000
| +4% | +$1.33M | 0.17% | 135 |
|
2019
Q3 | $28.3M | Buy |
186,890
+1,984
| +1% | +$300K | 0.16% | 134 |
|
2019
Q2 | $28.8M | Buy |
184,906
+3,812
| +2% | +$593K | 0.16% | 132 |
|
2019
Q1 | $27.7M | Buy |
181,094
+11,249
| +7% | +$1.72M | 0.17% | 128 |
|
2018
Q4 | $22.7M | Buy |
169,845
+7,311
| +4% | +$979K | 0.17% | 132 |
|
2018
Q3 | $27.4M | Buy |
162,534
+7,426
| +5% | +$1.25M | 0.17% | 137 |
|
2018
Q2 | $25.4M | Buy |
155,108
+16,334
| +12% | +$2.68M | 0.17% | 128 |
|
2018
Q1 | $21.1M | Sell |
138,774
-2,542
| -2% | -$386K | 0.15% | 143 |
|
2017
Q4 | $21.5M | Buy |
141,316
+1,797
| +1% | +$274K | 0.15% | 149 |
|
2017
Q3 | $20.7M | Buy |
139,519
+5,880
| +4% | +$871K | 0.16% | 148 |
|
2017
Q2 | $18.8M | Sell |
133,639
-3,495
| -3% | -$493K | 0.14% | 164 |
|
2017
Q1 | $18.9M | Buy |
137,134
+8,910
| +7% | +$1.23M | 0.15% | 154 |
|
2016
Q4 | $17.3M | Buy |
128,224
+16,630
| +15% | +$2.24M | 0.15% | 160 |
|
2016
Q3 | $13.9M | Sell |
111,594
-65
| -0.1% | -$8.07K | 0.12% | 188 |
|
2016
Q2 | $12.8M | Buy |
111,659
+16,308
| +17% | +$1.88M | 0.12% | 186 |
|
2016
Q1 | $10.5M | Buy |
95,351
+4,151
| +5% | +$459K | 0.1% | 191 |
|
2015
Q4 | $10.3M | Buy |
91,200
+23,053
| +34% | +$2.6M | 0.1% | 202 |
|
2015
Q3 | $7.44M | Sell |
68,147
-39,616
| -37% | -$4.33M | 0.06% | 261 |
|
2015
Q2 | $13.5M | Buy |
107,763
+576
| +0.5% | +$71.9K | 0.02% | 791 |
|
2015
Q1 | $13.3M | Sell |
107,187
-3,104
| -3% | -$386K | 0.02% | 762 |
|
2014
Q4 | $13.2M | Buy |
110,291
+4,687
| +4% | +$561K | 0.02% | 750 |
|
2014
Q3 | $11.5M | Sell |
105,604
-336
| -0.3% | -$36.7K | 0.02% | 788 |
|
2014
Q2 | $12.6M | Buy |
105,940
+1,771
| +2% | +$210K | 0.02% | 778 |
|
2014
Q1 | $12.1M | Sell |
104,169
-13,936
| -12% | -$1.62M | 0.02% | 761 |
|
2013
Q4 | $13.6M | Buy |
118,105
+27,019
| +30% | +$3.12M | 0.02% | 687 |
|
2013
Q3 | $9.71M | Sell |
91,086
-6,131
| -6% | -$654K | 0.02% | 751 |
|
2013
Q2 | $9.43M | Buy |
+97,217
| New | +$9.43M | 0.02% | 744 |
|