Chapin Davis’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
Q3
$267K Sell
2025
Q2
$348K Buy
2025
Q1
$316K Sell
2024
Q4
$359K Hold
2024
Q3
$359K Sell
2024
Q2
$515K Sell
2024
Q1
$545K Buy
2023
Q4
$511K Buy
2023
Q3
$450K Sell
2023
Q2
$477K Buy
2023
Q1
$447K Buy
2022
Q4
$301K Buy