CD
Chapin Davis’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $348K | Buy |
1,614
+30
| +2% | +$6.47K | 0.1% | 165 |
|
|
2025
Q1 | $316K | Sell |
1,584
-42
| -3% | -$8.38K | 0.11% | 158 |
|
|
2024
Q4 | $359K | Hold |
1,626
| – | – | 0.12% | 153 |
|
|
2024
Q3 | $359K | Sell |
1,626
-914
| -36% | -$202K | 0.12% | 154 |
|
|
2024
Q2 | $515K | Sell |
2,540
-52
| -2% | -$10.6K | 0.18% | 127 |
|
|
2024
Q1 | $545K | Buy |
2,592
+46
| +2% | +$9.67K | 0.2% | 120 |
|
|
2023
Q4 | $511K | Buy |
2,546
+1
| +0% | +$201 | 0.22% | 117 |
|
|
2023
Q3 | $450K | Sell |
2,545
-2
| -0.1% | -$353 | 0.21% | 115 |
|
|
2023
Q2 | $477K | Buy |
2,547
+42
| +2% | +$7.87K | 0.23% | 117 |
|
|
2023
Q1 | $447K | Buy |
2,505
+779
| +45% | +$139K | 0.23% | 116 |
|
|
2022
Q4 | $301K | Buy |
+1,726
| New | +$301K | 0.17% | 138 |
|