DCF Advisers’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $647K | Hold |
3,000
| – | – | 0.3% | 61 |
|
|
2025
Q1 | $598K | Sell |
3,000
-7,750
| -72% | -$1.55M | 0.29% | 63 |
|
|
2024
Q4 | $2.38M | Hold |
10,750
| – | – | 1.15% | 26 |
|
|
2024
Q3 | $2.37M | Sell |
10,750
-750
| -7% | -$166K | 0.95% | 25 |
|
|
2024
Q2 | $2.33M | Hold |
11,500
| – | – | 1.2% | 26 |
|
|
2024
Q1 | $2.42M | Hold |
11,500
| – | – | 1.19% | 22 |
|
|
2023
Q4 | $2.31M | Hold |
11,500
| – | – | 1.25% | 19 |
|
|
2023
Q3 | $2.03M | Buy |
11,500
+8,200
| +248% | +$1.45M | 1.11% | 23 |
|
|
2023
Q2 | $618K | Buy |
+3,300
| New | +$618K | 0.33% | 47 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 66 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 67 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 66 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 57 |
|