Deroy & Devereaux Private Investment Counsel’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 | $1.45M | Buy |
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|
2025
Q2 | $1.27M | Sell |
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|
2025
Q1 | $1.28M | Buy |
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|
2024
Q4 | $1.39M | Sell |
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|
2024
Q3 | $1.41M | Hold |
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|
2024
Q2 | $1.3M | Sell |
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|
2024
Q1 | $1.38M | Buy |
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|
2023
Q4 | $1.31M | Buy |
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|
2023
Q3 | $1.13M | Hold |
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|
2023
Q2 | $1.2M | Buy |
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|
2023
Q1 | $877K | Buy |
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|
2022
Q4 | $836K | Buy |
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|
2022
Q3 | $789K | Sell |
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|
2022
Q2 | $828K | Sell |
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|
2022
Q1 | $1.01M | Buy |
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|
2021
Q4 | $1.02M | Buy |
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|
2021
Q3 | $493K | Hold |
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|
2021
Q2 | $517K | Sell |
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|
2021
Q1 | $584K | Hold |
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|
2020
Q4 | $519K | Hold |
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|
2020
Q3 | $396K | Buy |
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|
2020
Q2 | $223K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $204K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $206K | Sell |
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|
2018
Q2 | $215K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $200K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $204K | Sell |
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|
2017
Q1 | $221K | Hold |
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|
2016
Q4 | $217K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $279K | Buy |
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