Day & Ennis’s iShares Russell 2000 ETF IWM Stock Holding History

Day & Ennis’s Portfolio IWM Stock Details IWM Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$735K	Buy
2023 Q3	$645K	Sell
2023 Q2	$733K	Sell
2023 Q1	$740K	Sell
2022 Q4	$740K	Buy
2022 Q3	$690K	Hold
2022 Q2	$709K	Sell
2022 Q1	$1.11M	Sell
2021 Q4	$1.28M	Sell
2021 Q3	$1.27M	Hold
2021 Q2	$1.33M	Sell
2021 Q1	$1.35M	Sell
2020 Q4	$1.23M	Sell
2020 Q3	$986K	Sell
2020 Q2	$1.38M	Sell
2020 Q1	$2.71M	Sell
2019 Q4	$4.27M	Sell
2019 Q3	$4.13M	Sell
2019 Q2	$4.3M	Sell
2019 Q1	$4.43M	Sell
2018 Q4	$3.89M	Buy
2018 Q3	$4.68M	Sell
2018 Q2	$4.63M	Sell
2018 Q1	$4.37M	Sell
2017 Q4	$4.47M	Sell
2017 Q3	$4.36M	Sell
2017 Q2	$4.4M	Sell
2017 Q1	$4.81M	Sell
2016 Q4	$5.25M	Sell
2016 Q3	$4.96M	Buy
2016 Q2	$4.46M	Sell
2016 Q1	$4.33M	Buy
2015 Q4	$4.29M	Buy