DI
Disciplined Investments’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Sell |
7,158
-470
| -6% | -$101K | 0.65% | 43 |
|
|
2025
Q1 | $1.52M | Sell |
7,628
-46
| -0.6% | -$9.18K | 0.7% | 42 |
|
|
2024
Q4 | $1.7M | Buy |
7,674
+506
| +7% | +$112K | 0.84% | 38 |
|
|
2024
Q3 | $1.58M | Sell |
7,168
-179
| -2% | -$39.5K | 0.78% | 41 |
|
|
2024
Q2 | $1.49M | Buy |
7,347
+256
| +4% | +$51.9K | 0.79% | 40 |
|
|
2024
Q1 | $1.49M | Buy |
7,091
+463
| +7% | +$97.4K | 0.81% | 36 |
|
|
2023
Q4 | $1.33M | Sell |
6,628
-384
| -5% | -$77.1K | 0.78% | 41 |
|
|
2023
Q3 | $1.24M | Sell |
7,012
-136
| -2% | -$24K | 0.75% | 46 |
|
|
2023
Q2 | $1.34M | Sell |
7,148
-1,297
| -15% | -$243K | 0.72% | 41 |
|
|
2023
Q1 | $1.51M | Sell |
8,445
-110
| -1% | -$19.6K | 0.63% | 45 |
|
|
2022
Q4 | $1.49M | Sell |
8,555
-342
| -4% | -$59.6K | 0.73% | 40 |
|
|
2022
Q3 | $1.47M | Sell |
8,897
-240
| -3% | -$39.6K | 0.67% | 41 |
|
|
2022
Q2 | $1.55M | Sell |
9,137
-307
| -3% | -$52K | 0.7% | 42 |
|
|
2022
Q1 | $1.94M | Sell |
9,444
-3,981
| -30% | -$817K | 0.8% | 36 |
|
|
2021
Q4 | $2.99M | Sell |
13,425
-47
| -0.3% | -$10.5K | 1.32% | 27 |
|
|
2021
Q3 | $2.95M | Sell |
13,472
-124
| -0.9% | -$27.1K | 1.43% | 25 |
|
|
2021
Q2 | $3.12M | Buy |
13,596
+389
| +3% | +$89.2K | 1.6% | 19 |
|
|
2021
Q1 | $2.92M | Sell |
13,207
-694
| -5% | -$153K | 1.72% | 18 |
|
|
2020
Q4 | $2.73M | Sell |
13,901
-208
| -1% | -$40.8K | 1.82% | 18 |
|
|
2020
Q3 | $2.11M | Buy |
14,109
+112
| +0.8% | +$16.8K | 1.56% | 19 |
|
|
2020
Q2 | $2M | Buy |
13,997
+222
| +2% | +$31.8K | 1.56% | 19 |
|
|
2020
Q1 | $1.58M | Buy |
13,775
+1,873
| +16% | +$214K | 1.5% | 19 |
|
|
2019
Q4 | $1.97M | Buy |
+11,902
| New | +$1.97M | 1.66% | 15 |
|