Drexel Morgan & Co’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $618K | Hold |
2,866
| – | – | 0.11% | 39 |
|
2025
Q1 | $572K | Hold |
2,866
| – | – | 0.12% | 39 |
|
2024
Q4 | $633K | Hold |
2,866
| – | – | 0.13% | 39 |
|
2024
Q3 | $633K | Hold |
2,866
| – | – | 0.12% | 41 |
|
2024
Q2 | $581K | Hold |
2,866
| – | – | 0.12% | 39 |
|
2024
Q1 | $603K | Hold |
2,866
| – | – | 0.12% | 38 |
|
2023
Q4 | $575K | Buy |
+2,866
| New | +$575K | 0.13% | 38 |
|
2021
Q2 | – | Sell |
-1,026
| Closed | -$227K | – | 93 |
|
2021
Q1 | $227K | Hold |
1,026
| – | – | 0.06% | 101 |
|
2020
Q4 | $201K | Buy |
+1,026
| New | +$201K | 0.06% | 104 |
|