William Frels - Mairs & Power
Holding/activity history for iShares Russell 2000 ETF (IWM)
← All IWM superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2019 Q3 | 0 | 0.00 | Sell 100.00% | 0.01 | $144.25–159.23 · VW $152.59i | SEC | |
| 2019 Q2 | 3,495 | 0.01 | Add 0.58% | <0.01 | $145.32–161.11 · VW $153.26i | $543,000 | SEC |
| 2019 Q1 | 3,475 | 0.01 | $153.09 | $532,000 | SEC | ||
| 2018 Q4 | 3,475 | 0.01 | $133.81 | $465,000 | SEC | ||
| 2018 Q3 | 3,475 | 0.01 | $168.63 | $586,000 | SEC | ||
| 2018 Q2 | 3,475 | 0.01 | $163.74 | $569,000 | SEC | ||
| 2018 Q1 | 3,475 | 0.01 | $151.94 | $528,000 | SEC | ||
| 2017 Q4 | 3,475 | 0.01 | $152.52 | $530,000 | SEC | ||
| 2017 Q3 | 3,475 | 0.01 | Reduce 4.98% | <0.01 | $134.12–148.43 · VW $141.69i | $515,000 | SEC |
| 2017 Q2 | 3,657 | 0.01 | $140.83 | $515,000 | SEC | ||
| 2017 Q1 | 3,657 | 0.01 | Add 10.15% | <0.01 | $132.40–140.86 · VW $136.56i | $503,000 | SEC |
| 2016 Q4 | 3,320 | 0.01 | Reduce 5.68% | <0.01 | $114.88–138.82 · VW $127.83i | $448,000 | SEC |
| 2016 Q3 | 3,520 | 0.01 | Reduce 14.29% | <0.01 | $112.31–125.88 · VW $121.44i | $437,000 | SEC |
| 2016 Q2 | 4,107 | 0.01 | Reduce 8.16% | <0.01 | $107.99–118.64 · VW $112.99i | $472,000 | SEC |
| 2016 Q1 | 4,472 | 0.01 | $110.69 | $495,000 | SEC | ||
| 2015 Q4 | 4,472 | 0.01 | Buy | 0.01 | $107.12–120.07 · VW $114.77i | $504,000 | SEC |
| 2014 Q3 | 0 | 0.00 | Sell 100.00% | <0.01 | $109.31–120.97 · VW $113.68i | SEC | |
| 2014 Q2 | 2,542 | <0.01 | Reduce 13.09% | <0.01 | $107.44–118.91 · VW $113.28i | $302,000 | SEC |
| 2014 Q1 | 2,925 | 0.01 | Reduce 2.63% | <0.01 | $107.27–120.58 · VW $115.13i | $340,000 | SEC |
| 2013 Q4 | 3,004 | 0.01 | Reduce 0.99% | <0.01 | $103.00–115.97 · VW $110.85i | $347,000 | SEC |
| 2013 Q3 | 3,034 | 0.01 | Add 15.19% | <0.01 | $97.45–107.61 · VW $102.98i | $323,000 | SEC |
| 2013 Q2 | 2,634 | 0.01 | Buy | 0.01 | $89.13–100.38 · VW $95.28i | $255,000 | SEC |
| 2010 Q1 | 0 | 0.00 | Sell 100.00% | <0.01 | $58.00–69.36 · VW $63.45i | SEC | |
| 2009 Q4 | 6,572 | <0.01 | Buy | <0.01 | $55.33–63.61 · VW $59.21i | $435,730,000 | SEC |
Price snapshot:
Current price$293.48
52-week low$210.16
52-week high$302.72