Zacks Investment 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 | $633K | Sell |
2,936
-2,071
| -41% | -$447K | 0.01% | 449 |
|
|
2025
Q1 | $999K | Sell |
5,007
-12,409
| -71% | -$2.48M | 0.01% | 409 |
|
|
2024
Q4 | $3.85M | Buy |
17,416
+15,926
| +1,069% | +$3.52M | 0.04% | 252 |
|
|
2024
Q3 | $329K | Buy |
1,490
+69
| +5% | +$15.2K | ﹤0.01% | 541 |
|
|
2024
Q2 | $288K | Sell |
1,421
-474
| -25% | -$96.2K | ﹤0.01% | 512 |
|
|
2024
Q1 | $398K | Sell |
1,895
-17,529
| -90% | -$3.69M | ﹤0.01% | 503 |
|
|
2023
Q4 | $3.9M | Buy |
19,424
+15,597
| +408% | +$3.13M | 0.05% | 205 |
|
|
2023
Q3 | $676K | Buy |
3,827
+2,219
| +138% | +$392K | 0.01% | 412 |
|
|
2023
Q2 | $301K | Buy |
1,608
+5
| +0.3% | +$936 | ﹤0.01% | 529 |
|
|
2023
Q1 | $286K | Sell |
1,603
-15,375
| -91% | -$2.74M | ﹤0.01% | 527 |
|
|
2022
Q4 | $2.96M | Buy |
16,978
+13,541
| +394% | +$2.36M | 0.04% | 241 |
|
|
2022
Q3 | $567K | Buy |
3,437
+1,574
| +84% | +$260K | 0.01% | 412 |
|
|
2022
Q2 | $316K | Buy |
1,863
+116
| +7% | +$19.7K | ﹤0.01% | 480 |
|
|
2022
Q1 | $359K | Sell |
1,747
-28,343
| -94% | -$5.82M | 0.01% | 492 |
|
|
2021
Q4 | $6.69M | Buy |
30,090
+27,676
| +1,146% | +$6.16M | 0.09% | 170 |
|
|
2021
Q3 | $528K | Buy |
2,414
+1,380
| +133% | +$302K | 0.01% | 446 |
|
|
2021
Q2 | $237K | Sell |
1,034
-5
| -0.5% | -$1.15K | ﹤0.01% | 548 |
|
|
2021
Q1 | $230K | Sell |
1,039
-8,348
| -89% | -$1.85M | ﹤0.01% | 475 |
|
|
2020
Q4 | $1.84M | Buy |
+9,387
| New | +$1.84M | 0.03% | 277 |
|
|
2020
Q1 | – | Sell |
-14,270
| Closed | -$2.36M | – | 552 |
|
|
2019
Q4 | $2.36M | Buy |
+14,270
| New | +$2.36M | 0.04% | 237 |
|
|
2019
Q3 | – | Sell |
-2,023
| Closed | -$315K | – | 547 |
|
|
2019
Q2 | $315K | Buy |
2,023
+97
| +5% | +$15.1K | 0.01% | 482 |
|
|
2019
Q1 | $295K | Sell |
1,926
-39,505
| -95% | -$6.05M | 0.01% | 490 |
|
|
2018
Q4 | $5.55M | Buy |
41,431
+39,975
| +2,746% | +$5.35M | 0.13% | 123 |
|
|
2018
Q3 | $245K | Buy |
+1,456
| New | +$245K | 0.01% | 478 |
|
|
2018
Q1 | – | Sell |
-9,630
| Closed | -$1.47M | – | 566 |
|
|
2017
Q4 | $1.47M | Buy |
9,630
+7,133
| +286% | +$1.09M | 0.03% | 323 |
|
|
2017
Q3 | $370K | Sell |
2,497
-1,046
| -30% | -$155K | 0.01% | 461 |
|
|
2017
Q2 | $499K | Buy |
3,543
+869
| +32% | +$122K | 0.01% | 462 |
|
|
2017
Q1 | $368K | Sell |
2,674
-4,902
| -65% | -$675K | 0.01% | 482 |
|
|
2016
Q4 | $1.02M | Buy |
7,576
+3,355
| +79% | +$453K | 0.03% | 324 |
|
|
2016
Q3 | $524K | Buy |
4,221
+919
| +28% | +$114K | 0.01% | 444 |
|
|
2016
Q2 | $380K | Sell |
3,302
-3,073
| -48% | -$354K | 0.01% | 471 |
|
|
2016
Q1 | $705K | Sell |
6,375
-49,072
| -89% | -$5.43M | 0.02% | 396 |
|
|
2015
Q4 | $6.24M | Buy |
55,447
+50,379
| +994% | +$5.67M | 0.2% | 122 |
|
|
2015
Q3 | $553K | Buy |
5,068
+1,680
| +50% | +$183K | 0.02% | 407 |
|
|
2015
Q2 | $423K | Sell |
3,388
-161
| -5% | -$20.1K | 0.01% | 467 |
|
|
2015
Q1 | $441K | Sell |
3,549
-37,993
| -91% | -$4.72M | 0.01% | 444 |
|
|
2014
Q4 | $4.97M | Buy |
+41,542
| New | +$4.97M | 0.16% | 138 |
|