Dana Investment Advisors’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 | $620K | Sell |
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|
2025
Q2 | $570K | Sell |
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|
2025
Q1 | $579K | Sell |
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|
2024
Q4 | $716K | Buy |
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|
2024
Q3 | $605K | Sell |
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|
2024
Q2 | $573K | Sell |
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|
2024
Q1 | $603K | Sell |
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|
2023
Q4 | $851K | Buy |
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|
2023
Q3 | $549K | Hold |
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|
2023
Q2 | $582K | Sell |
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|
2023
Q1 | $563K | Sell |
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|
2022
Q4 | $819K | Buy |
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|
2022
Q3 | $343K | Sell |
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|
2022
Q2 | $374K | Sell |
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|
2022
Q1 | $992K | Sell |
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|
2021
Q4 | $1.38M | Sell |
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|
2021
Q3 | $1.77M | Buy |
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|
2021
Q2 | $1.81M | Buy |
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|
2021
Q1 | $1.66M | Buy |
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|
2020
Q4 | $812K | Buy |
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|
2020
Q3 | $371K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $247K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $1.01M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $451K | Buy |
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