A detailed history of Taylor, Cottrill, Erickson & Associates, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Taylor, Cottrill, Erickson & Associates, Inc. holds 5,473 shares of IWM stock, worth $1.21 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
5,473
Previous 5,506 0.6%
Holding current value
$1.21 Million
Previous $1.16 Million 4.06%
% of portfolio
0.33%
Previous 0.34%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

SELL
$192.84 - $209.44 $6,363 - $6,911
-33 Reduced 0.6%
5,473 $1.11 Million
Q1 2024

May 02, 2024

BUY
$189.48 - $210.3 $9,474 - $10,515
50 Added 0.92%
5,506 $1.16 Million
Q2 2023

Aug 02, 2023

SELL
$170.4 - $187.93 $673,932 - $743,263
-3,955 Reduced 42.03%
5,456 $1.02 Million
Q1 2023

May 04, 2023

SELL
$170.25 - $198.32 $110,662 - $128,908
-650 Reduced 6.46%
9,411 $1.68 Million
Q4 2022

Jan 31, 2023

SELL
$166.81 - $188.05 $399,509 - $450,379
-2,395 Reduced 19.23%
10,061 $1.75 Million
Q3 2022

Nov 04, 2022

BUY
$164.17 - $201.07 $43,997 - $53,886
268 Added 2.2%
12,456 $2.05 Million
Q2 2022

Jul 28, 2022

BUY
$163.9 - $207.91 $281,088 - $356,565
1,715 Added 16.38%
12,188 $2.06 Million
Q1 2022

May 03, 2022

SELL
$191.52 - $225.32 $1,915 - $2,253
-10 Reduced 0.1%
10,473 $2.15 Million
Q4 2021

Feb 03, 2022

BUY
$212.12 - $242.56 $718,026 - $821,065
3,385 Added 47.69%
10,483 $2.33 Million
Q3 2021

Oct 15, 2021

SELL
$211.73 - $231.39 $20,114 - $21,982
-95 Reduced 1.32%
7,098 $1.55 Million
Q2 2021

Jul 20, 2021

BUY
$211.85 - $232.89 $635 - $698
3 Added 0.04%
7,193 $1.65 Million
Q1 2021

Apr 14, 2021

SELL
$193.5 - $234.42 $6,772 - $8,204
-35 Reduced 0.48%
7,190 $1.59 Million
Q4 2020

Jan 25, 2021

SELL
$152.18 - $199.14 $136,201 - $178,230
-895 Reduced 11.02%
7,225 $1.42 Million
Q3 2020

Oct 09, 2020

SELL
$139.07 - $158.46 $10,847 - $12,359
-78 Reduced 0.95%
8,120 $1.22 Million
Q2 2020

Jul 14, 2020

BUY
$104.62 - $153.09 $274,941 - $402,320
2,628 Added 47.18%
8,198 $1.17 Million
Q1 2020

Apr 15, 2020

BUY
$99.9 - $169.53 $12,387 - $21,021
124 Added 2.28%
5,570 $637,000
Q4 2019

Jan 14, 2020

BUY
$146.46 - $166.68 $7,762 - $8,834
53 Added 0.98%
5,446 $902,000
Q3 2019

Oct 25, 2019

BUY
$144.85 - $157.9 $11,153 - $12,158
77 Added 1.45%
5,393 $816,000
Q2 2019

Jul 26, 2019

BUY
$145.86 - $160.71 $145 - $160
1 Added 0.02%
5,316 $827,000
Q1 2019

Apr 29, 2019

BUY
$132.25 - $158.24 $20,895 - $25,001
158 Added 3.06%
5,315 $814,000
Q4 2018

Jan 29, 2019

BUY
$125.88 - $166.33 $12,462 - $16,466
99 Added 1.96%
5,157 $690,000
Q3 2018

Oct 24, 2018

BUY
$164.2 - $173.02 $328 - $346
2 Added 0.04%
5,058 $853,000
Q2 2018

Jul 30, 2018

BUY
$148.13 - $169.97 $34,069 - $39,093
230 Added 4.77%
5,056 $828,000
Q1 2018

Apr 23, 2018

BUY
$145.44 - $159.96 $9,162 - $10,077
63 Added 1.32%
4,826 $733,000
Q4 2017

Jan 24, 2018

SELL
$145.63 - $154.3 $9,465 - $10,029
-65 Reduced 1.35%
4,763 $726,000
Q3 2017

Oct 19, 2017

BUY
$144.61 - $148.18 $698,177 - $715,413
4,828
4,828 $715,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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