D. Scott Neal’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 | $450K | Hold |
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|
2025
Q2 | $401K | Hold |
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|
2025
Q1 | $371K | Hold |
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|
2024
Q4 | $411K | Hold |
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|
2024
Q3 | $411K | Hold |
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|
2024
Q2 | $377K | Hold |
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|
2024
Q1 | $391K | Hold |
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|
2023
Q4 | $373K | Hold |
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|
2023
Q3 | $330K | Hold |
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|
2023
Q2 | $348K | Hold |
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|
2023
Q1 | $332K | Hold |
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|
2022
Q4 | $324K | Hold |
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|
2022
Q3 | $307K | Hold |
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|
2022
Q2 | $315K | Hold |
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|
2022
Q1 | $382K | Hold |
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|
2021
Q4 | $414K | Sell |
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|
2021
Q3 | $483K | Hold |
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|
2021
Q2 | $506K | Buy |
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|
2021
Q1 | $480K | Sell |
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|
2020
Q4 | $711K | Sell |
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|
2020
Q3 | $577K | Hold |
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|
2020
Q2 | $551K | Sell |
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|
2020
Q1 | $446K | Sell |
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|
2019
Q4 | $10.3M | Sell |
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|
2019
Q3 | $9.76M | Sell |
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|
2019
Q2 | $10.2M | Sell |
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|
2019
Q1 | $10.3M | Sell |
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|
2018
Q4 | $9.28M | Sell |
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|
2018
Q3 | $22.8M | Sell |
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|
2018
Q2 | $22.9M | Sell |
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|
2018
Q1 | $21.8M | Buy |
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|
2017
Q4 | $21.9M | Buy |
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|
2017
Q3 | $18.1M | Buy |
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|
2017
Q2 | $11.7M | Buy |
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|
2017
Q1 | $10.8M | Sell |
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|
2016
Q4 | $10.7M | Sell |
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|
2016
Q3 | $10.1M | Buy |
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|
2016
Q2 | $6.98M | Buy |
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|
2016
Q1 | $6.42M | Sell |
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|
2015
Q4 | $7.22M | Sell |
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|
2015
Q3 | $7.36M | Buy |
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|
2015
Q2 | $7.59M | Buy |
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|
2015
Q1 | $7.37M | Sell |
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|
2014
Q4 | $7.35M | Buy |
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|
2014
Q3 | $6.58M | Buy |
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|
2014
Q2 | $7.04M | Buy |
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|
2014
Q1 | $6.11M | Sell |
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|
2013
Q4 | $6.92M | Buy |
|