Davidson Trust Company’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 | $3.4M | Buy |
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|
2025
Q2 | $2.9M | Sell |
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|
2025
Q1 | $2.68M | Hold |
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|
2024
Q4 | $2.97M | Hold |
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|
2024
Q3 | $2.97M | Sell |
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|
2024
Q2 | $2.73M | Hold |
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|
2024
Q1 | $2.83M | Hold |
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|
2023
Q4 | $2.7M | Sell |
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|
2023
Q3 | $2.39M | Sell |
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|
2023
Q2 | $2.53M | Buy |
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|
2023
Q1 | $2.38M | Hold |
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|
2022
Q4 | $2.32M | Buy |
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|
2022
Q3 | $2.16M | Hold |
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|
2022
Q2 | $2.22M | Hold |
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|
2022
Q1 | $2.69M | Sell |
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|
2021
Q4 | $2.94M | Buy |
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|
2021
Q3 | $2.87M | Hold |
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|
2021
Q2 | $3M | Hold |
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|
2021
Q1 | $2.89M | Hold |
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|
2020
Q4 | $2.57M | Hold |
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|
2020
Q3 | $1.96M | Hold |
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|
2020
Q2 | $1.88M | Buy |
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|
2020
Q1 | $1.03M | Hold |
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|
2019
Q4 | $1.49M | Buy |
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