Zuckerman Investment Group’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 | $270K | Hold |
1,251
| – | – | 0.03% | 130 |
|
|
2025
Q1 | $250K | Buy |
1,251
+6
| +0.5% | +$1.2K | 0.03% | 141 |
|
|
2024
Q4 | $279K | Hold |
1,245
| – | – | 0.03% | 132 |
|
|
2024
Q3 | $275K | Hold |
1,245
| – | – | 0.03% | 125 |
|
|
2024
Q2 | $253K | Hold |
1,245
| – | – | 0.03% | 127 |
|
|
2024
Q1 | $262K | Buy |
1,245
+10
| +0.8% | +$2.1K | 0.03% | 122 |
|
|
2023
Q4 | $248K | Sell |
1,235
-190
| -13% | -$38.1K | 0.03% | 113 |
|
|
2023
Q3 | $252K | Buy |
1,425
+150
| +12% | +$26.5K | 0.04% | 111 |
|
|
2023
Q2 | $239K | Hold |
1,275
| – | – | 0.03% | 110 |
|
|
2023
Q1 | $227K | Hold |
1,275
| – | – | 0.03% | 106 |
|
|
2022
Q4 | $222K | Hold |
1,275
| – | – | 0.04% | 116 |
|
|
2022
Q3 | $210K | Hold |
1,275
| – | – | 0.04% | 107 |
|
|
2022
Q2 | $216K | Hold |
1,275
| – | – | 0.04% | 95 |
|
|
2022
Q1 | $262K | Hold |
1,275
| – | – | 0.04% | 93 |
|
|
2021
Q4 | $284K | Hold |
1,275
| – | – | 0.04% | 93 |
|
|
2021
Q3 | $279K | Hold |
1,275
| – | – | 0.05% | 98 |
|
|
2021
Q2 | $292K | Hold |
1,275
| – | – | 0.05% | 98 |
|
|
2021
Q1 | $282K | Buy |
1,275
+20
| +2% | +$4.42K | 0.05% | 93 |
|
|
2020
Q4 | $246K | Buy |
+1,255
| New | +$246K | 0.05% | 77 |
|