D.B. Root & Company’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 | $396K | Sell |
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|
2025
Q2 | $374K | Buy |
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|
2025
Q1 | $286K | Buy |
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|
2024
Q4 | $275K | Buy |
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|
2024
Q3 | $258K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $237K | Buy |
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|
2021
Q4 | $227K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $239K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $402K | Hold |
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|
2019
Q3 | $368K | Sell |
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|
2019
Q2 | $383K | Buy |
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|
2019
Q1 | $363K | Hold |
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|
2018
Q4 | $317K | Buy |
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|
2018
Q3 | $315K | Hold |
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|
2018
Q2 | $306K | Buy |
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|
2018
Q1 | $247K | Buy |
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