DB Fitzpatrick & Co’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 | $140K | Hold |
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|
2025
Q2 | $125K | Sell |
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|
2025
Q1 | $116K | Hold |
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|
2024
Q4 | $128K | Sell |
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|
2024
Q3 | $156K | Sell |
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|
2024
Q2 | $143K | Sell |
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|
2024
Q1 | $347K | Sell |
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|
2023
Q4 | $357K | Buy |
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|
2023
Q3 | $310K | Sell |
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|
2023
Q2 | $379K | Buy |
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|
2023
Q1 | $335K | Buy |
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|
2022
Q4 | $313K | Sell |
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|
2022
Q3 | $316K | Sell |
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|
2022
Q2 | $355K | Buy |
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|
2022
Q1 | $396K | Buy |
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|
2021
Q4 | $419K | Buy |
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