Dearborn Partners’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 | $745K | Sell |
|
|||||
|
2025
Q2 | $718K | Buy |
|
|||||
|
2025
Q1 | $465K | Hold |
|
|||||
|
2024
Q4 | $515K | Hold |
|
|||||
|
2024
Q3 | $514K | Hold |
|
|||||
|
2024
Q2 | $473K | Buy |
|
|||||
|
2024
Q1 | $279K | Buy |
|
|||||
|
2023
Q4 | $223K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $228K | Sell |
|
|||||
|
2023
Q1 | $224K | Hold |
|
|||||
|
2022
Q4 | $219K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $221K | Buy |
|
|||||
|
2021
Q4 | $222K | Hold |
|
|||||
|
2021
Q3 | $219K | Hold |
|
|||||
|
2021
Q2 | $229K | Hold |
|
|||||
|
2021
Q1 | $221K | Buy |
|