Dorchester Wealth 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
2024
Q4
$478K Buy
2024
Q3
$456K Buy
2024
Q2
$385K Hold
2024
Q1
$400K Buy
2023
Q4
$216K Buy
2015
Q4
Sell
2015
Q3
$583K Buy