Darwin 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
Q3 | $135K | Sell |
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|
2025
Q2 | $123K | Buy |
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|
2025
Q1 | $109K | Hold |
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|
2024
Q4 | $109K | Sell |
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|
2024
Q3 | $114K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $268K | Sell |
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|
2022
Q3 | $251K | Hold |
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|
2022
Q2 | $272K | Sell |
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|
2022
Q1 | $334K | Hold |
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|
2021
Q4 | $326K | Buy |
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|
2021
Q3 | $351K | Sell |
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|
2021
Q2 | $373K | Sell |
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|
2021
Q1 | $378K | Buy |
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|
2020
Q4 | $282K | Buy |
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|
2020
Q3 | $202K | Sell |
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|
2020
Q2 | $281K | Sell |
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|
2020
Q1 | $245K | Hold |
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|
2019
Q4 | $357K | Sell |
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|
2019
Q3 | $337K | Sell |
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|
2019
Q2 | $362K | Sell |
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|
2019
Q1 | $377K | Sell |
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|
2018
Q4 | $438K | Sell |
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|
2018
Q3 | $686K | Sell |
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|
2018
Q2 | $848K | Buy |
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|
2018
Q1 | $443K | Sell |
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|
2017
Q4 | $5.6M | Buy |
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|
2017
Q3 | $247K | Sell |
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|
2017
Q2 | $3.85M | Sell |
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|
2017
Q1 | $4.08M | Sell |
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|
2016
Q4 | $5.98M | Buy |
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|
2016
Q3 | $3.22M | Buy |
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|
2016
Q2 | $2.41M | Buy |
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