D.L. Carlson Investment Group’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 | $1.04M | Sell |
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|
2025
Q1 | $1.39M | Sell |
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|
2024
Q4 | $1.79M | Sell |
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|
2024
Q3 | $1.8M | Sell |
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|
2024
Q2 | $1.7M | Sell |
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|
2024
Q1 | $2.04M | Sell |
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|
2023
Q4 | $2M | Sell |
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|
2023
Q3 | $3.37M | Sell |
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|
2023
Q2 | $4.16M | Buy |
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|
2023
Q1 | $292K | Sell |
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|
2022
Q4 | $305K | Sell |
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|
2022
Q3 | $295K | Sell |
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|
2022
Q2 | $331K | Sell |
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|
2022
Q1 | $859K | Sell |
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|
2021
Q4 | $1.03M | Buy |
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|
2021
Q3 | $959K | Buy |
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|
2021
Q2 | $498K | Sell |
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|
2021
Q1 | $483K | Sell |
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|
2020
Q4 | $837K | Buy |
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|
2020
Q3 | $303K | Sell |
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|
2020
Q2 | $437K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $406K | Buy |
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|
2019
Q3 | $347K | Sell |
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|
2019
Q2 | $364K | Sell |
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|
2019
Q1 | $388K | Sell |
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|
2018
Q4 | $377K | Buy |
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|
2018
Q3 | $468K | Sell |
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|
2018
Q2 | $2.86M | Buy |
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|
2018
Q1 | $474K | Sell |
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|
2017
Q4 | $479K | Sell |
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|
2017
Q3 | $467K | Sell |
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|
2017
Q2 | $2.58M | Buy |
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