DWA
Dougherty Wealth Advisers’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.2K | Hold |
177
| – | – | 0.03% | 90 |
|
|
2025
Q1 | $35.4K | Hold |
177
| – | – | 0.03% | 90 |
|
|
2024
Q4 | $39.2K | Hold |
177
| – | – | 0.03% | 89 |
|
|
2024
Q3 | $39.1K | Hold |
177
| – | – | 0.03% | 86 |
|
|
2024
Q2 | $36K | Hold |
177
| – | – | 0.03% | 87 |
|
|
2024
Q1 | $37.3K | Sell |
177
-46
| -21% | -$9.69K | 0.03% | 88 |
|
|
2023
Q4 | $44.8K | Hold |
223
| – | – | 0.04% | 83 |
|
|
2023
Q3 | $39.4K | Hold |
223
| – | – | 0.05% | 83 |
|
|
2023
Q2 | $41.8K | Hold |
223
| – | – | 0.06% | 85 |
|
|
2023
Q1 | $39.8K | Hold |
223
| – | – | 0.06% | 88 |
|
|
2022
Q4 | $38.9K | Hold |
223
| – | – | 0.06% | 93 |
|
|
2022
Q3 | $37K | Hold |
223
| – | – | 0.07% | 89 |
|
|
2022
Q2 | $38K | Hold |
223
| – | – | 0.07% | 92 |
|
|
2022
Q1 | $46K | Hold |
223
| – | – | 0.07% | 94 |
|
|
2021
Q4 | $50K | Hold |
223
| – | – | 0.07% | 98 |
|
|
2021
Q3 | $49K | Buy |
+223
| New | +$49K | 0.07% | 97 |
|
|
2019
Q3 | – | Sell |
-29
| Closed | -$5K | – | 201 |
|
|
2019
Q2 | $5K | Hold |
29
| – | – | 0.01% | 216 |
|
|
2019
Q1 | $4K | Hold |
29
| – | – | 0.01% | 189 |
|
|
2018
Q4 | $4K | Buy |
+29
| New | +$4K | 0.01% | 201 |
|