Donaldson Capital Management’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 | $678K | Sell |
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|
2025
Q2 | $613K | Sell |
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|
2025
Q1 | $626K | Sell |
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|
2024
Q4 | $701K | Buy |
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|
2024
Q3 | $700K | Buy |
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|
2024
Q2 | $637K | Sell |
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|
2024
Q1 | $667K | Sell |
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|
2023
Q4 | $652K | Buy |
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|
2023
Q3 | $567K | Buy |
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|
2023
Q2 | $593K | Sell |
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|
2023
Q1 | $575K | Buy |
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|
2022
Q4 | $553K | Buy |
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|
2022
Q3 | $523K | Sell |
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|
2022
Q2 | $545K | Sell |
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|
2022
Q1 | $759K | Sell |
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|
2021
Q4 | $866K | Buy |
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|
2021
Q3 | $796K | Sell |
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|
2021
Q2 | $858K | Sell |
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|
2021
Q1 | $871K | Buy |
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|
2020
Q4 | $750K | Buy |
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|
2020
Q3 | $430K | Buy |
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|
2020
Q2 | $384K | Hold |
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|
2020
Q1 | $307K | Sell |
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|
2019
Q4 | $488K | Hold |
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|
2019
Q3 | $445K | Buy |
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|
2019
Q2 | $427K | Sell |
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|
2019
Q1 | $473K | Hold |
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|
2018
Q4 | $413K | Sell |
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|
2018
Q3 | $555K | Buy |
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|
2018
Q2 | $463K | Buy |
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|
2018
Q1 | $428K | Sell |
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|
2017
Q4 | $464K | Buy |
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|
2017
Q3 | $371K | Buy |
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|
2017
Q2 | $223K | Hold |
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|
2017
Q1 | $217K | Sell |
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|
2016
Q4 | $225K | Buy |
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