Dakota Wealth Management’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 | $39.4M | Sell |
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|
2025
Q1 | $37.9M | Sell |
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|
2024
Q4 | $43M | Buy |
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|
2024
Q3 | $41.4M | Buy |
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|
2024
Q2 | $36M | Buy |
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|
2024
Q1 | $36.5M | Buy |
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|
2023
Q4 | $33.9M | Sell |
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|
2023
Q3 | $30.6M | Sell |
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|
2023
Q2 | $32.6M | Buy |
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|
2023
Q1 | $3.58M | Sell |
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|
2022
Q4 | $3.85M | Sell |
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|
2022
Q3 | $4.29M | Sell |
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|
2022
Q2 | $5.88M | Sell |
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|
2022
Q1 | $8.04M | Sell |
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|
2021
Q4 | $8.81M | Sell |
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|
2021
Q3 | $8.91M | Sell |
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|
2021
Q2 | $9.96M | Buy |
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|
2021
Q1 | $9.5M | Sell |
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|
2020
Q4 | $12.7M | Buy |
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|
2020
Q3 | $9.69M | Sell |
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|
2020
Q2 | $9.71M | Buy |
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|
2020
Q1 | $7.53M | Sell |
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|
2019
Q4 | $12.7M | Buy |
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|
2019
Q3 | $9.96M | Buy |
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|
2019
Q2 | $9.75M | Buy |
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|
2019
Q1 | $9.56M | Buy |
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|
2018
Q4 | $10M | Hold |
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|
2018
Q3 | $10M | Sell |
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|
2018
Q2 | $10M | Buy |
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|
2018
Q1 | $8.77M | Buy |
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|
2017
Q4 | $8.56M | Buy |
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|
2017
Q3 | $8.2M | Buy |
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|
2017
Q2 | $7.76M | Sell |
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|
2017
Q1 | $7.71M | Buy |
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|
2016
Q4 | $7.48M | Sell |
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|
2016
Q3 | $7.23M | Sell |
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|
2016
Q2 | $6.79M | Buy |
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|
2016
Q1 | $6.3M | Buy |
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|
2015
Q4 | $6.37M | Sell |
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|
2015
Q3 | $6.21M | Buy |
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|
2015
Q2 | $7.08M | Buy |
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|
2015
Q1 | $7.01M | Sell |
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|
2014
Q4 | $6.76M | Buy |
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