D.B. Root & Company’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $374K | Buy |
1,734
+302
| +21% | +$65.2K | 0.11% | 129 |
|
|
2025
Q1 | $286K | Buy |
1,432
+188
| +15% | +$37.5K | 0.09% | 137 |
|
|
2024
Q4 | $275K | Buy |
1,244
+78
| +7% | +$17.2K | 0.09% | 144 |
|
|
2024
Q3 | $258K | Buy |
+1,166
| New | +$258K | 0.08% | 150 |
|
|
2022
Q2 | – | Sell |
-1,158
| Closed | -$237K | – | 177 |
|
|
2022
Q1 | $237K | Buy |
1,158
+135
| +13% | +$27.6K | 0.09% | 165 |
|
|
2021
Q4 | $227K | Buy |
+1,023
| New | +$227K | 0.08% | 180 |
|
|
2021
Q3 | – | Sell |
-1,043
| Closed | -$239K | – | 195 |
|
|
2021
Q2 | $239K | Buy |
+1,043
| New | +$239K | 0.09% | 189 |
|
|
2020
Q1 | – | Sell |
-2,432
| Closed | -$402K | – | 190 |
|
|
2019
Q4 | $402K | Hold |
2,432
| – | – | 0.18% | 143 |
|
|
2019
Q3 | $368K | Sell |
2,432
-36
| -1% | -$5.45K | 0.17% | 150 |
|
|
2019
Q2 | $383K | Buy |
2,468
+100
| +4% | +$15.5K | 0.17% | 141 |
|
|
2019
Q1 | $363K | Hold |
2,368
| – | – | 0.16% | 152 |
|
|
2018
Q4 | $317K | Buy |
2,368
+498
| +27% | +$66.7K | 0.16% | 151 |
|
|
2018
Q3 | $315K | Hold |
1,870
| – | – | 0.14% | 164 |
|
|
2018
Q2 | $306K | Buy |
1,870
+242
| +15% | +$39.6K | 0.14% | 164 |
|
|
2018
Q1 | $247K | Buy |
+1,628
| New | +$247K | 0.13% | 172 |
|