Dougherty Wealth Advisers’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 | $42.9K | Hold |
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|
2025
Q2 | $38.2K | Hold |
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|
2025
Q1 | $35.4K | Hold |
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|
2024
Q4 | $39.2K | Hold |
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|
2024
Q3 | $39.1K | Hold |
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|
2024
Q2 | $36K | Hold |
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|
2024
Q1 | $37.3K | Sell |
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|
2023
Q4 | $44.8K | Hold |
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|
2023
Q3 | $39.4K | Hold |
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|
2023
Q2 | $41.8K | Hold |
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|
2023
Q1 | $39.8K | Hold |
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|
2022
Q4 | $38.9K | Hold |
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|
2022
Q3 | $37K | Hold |
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|
2022
Q2 | $38K | Hold |
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|
2022
Q1 | $46K | Hold |
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|
2021
Q4 | $50K | Hold |
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|
2021
Q3 | $49K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $5K | Hold |
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|
2019
Q1 | $4K | Hold |
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|
2018
Q4 | $4K | Buy |
|