Douglass Winthrop Advisors’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
Q2 | – | Sell |
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|
2025
Q1 | $638K | Hold |
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|
2024
Q4 | $707K | Hold |
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|
2024
Q3 | $706K | Hold |
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|
2024
Q2 | $649K | Sell |
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|
2024
Q1 | $1.31M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $300K | Sell |
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|
2018
Q3 | $481K | Hold |
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|
2018
Q2 | $468K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $264K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $360K | Buy |
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