Dorchester Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $478K | Buy |
2,165
+100
| +5% | +$22.1K | 0.1% | 93 |
|
|
2024
Q3 | $456K | Buy |
2,065
+165
| +9% | +$36.4K | 0.08% | 107 |
|
|
2024
Q2 | $385K | Hold |
1,900
| – | – | 0.07% | 113 |
|
|
2024
Q1 | $400K | Buy |
1,900
+825
| +77% | +$173K | 0.07% | 121 |
|
|
2023
Q4 | $216K | Buy |
+1,075
| New | +$216K | 0.04% | 144 |
|
|
2015
Q4 | – | Sell |
-4,000
| Closed | -$583K | – | 112 |
|
|
2015
Q3 | $583K | Buy |
+4,000
| New | +$583K | 0.22% | 66 |
|