Asset Dedication LLC’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $105K | Sell |
|
|||||
|
2025
Q1 | $98.9K | Sell |
|
|||||
|
2024
Q4 | $113K | Sell |
|
|||||
|
2024
Q3 | $121K | Sell |
|
|||||
|
2024
Q2 | $137K | Hold |
|
|||||
|
2024
Q1 | $141K | Buy |
|
|||||
|
2023
Q4 | $95K | Sell |
|
|||||
|
2023
Q3 | $103K | Sell |
|
|||||
|
2023
Q2 | $140K | Buy |
|
|||||
|
2023
Q1 | $114K | Sell |
|
|||||
|
2022
Q4 | $127K | Sell |
|
|||||
|
2022
Q3 | $123K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $181K | Sell |
|
|||||
|
2021
Q4 | $271K | Buy |
|
|||||
|
2021
Q3 | $234K | Buy |
|
|||||
|
2021
Q2 | $192K | Buy |
|
|||||
|
2021
Q1 | $159K | Sell |
|
|||||
|
2020
Q4 | $161K | Hold |
|
|||||
|
2020
Q3 | $122K | Buy |
|
|||||
|
2020
Q2 | $112K | Buy |
|
|||||
|
2020
Q1 | $82K | Sell |
|
|||||
|
2019
Q4 | $190K | Hold |
|
|||||
|
2019
Q3 | $173K | Buy |
|