DT Investment Partners’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 | $10.5M | Buy |
48,804
+3,123
| +7% | +$674K | 0.95% | 23 |
|
|
2025
Q1 | $9.11M | Buy |
45,681
+2,441
| +6% | +$487K | 0.88% | 28 |
|
|
2024
Q4 | $9.55M | Sell |
43,240
-1,766
| -4% | -$390K | 0.81% | 26 |
|
|
2024
Q3 | $9.94M | Buy |
45,006
+93
| +0.2% | +$20.5K | 0.81% | 26 |
|
|
2024
Q2 | $9.11M | Buy |
44,913
+28,639
| +176% | +$5.81M | 0.81% | 26 |
|
|
2024
Q1 | $3.42M | Hold |
16,274
| – | – | 0.35% | 45 |
|
|
2023
Q4 | $3.22M | Buy |
16,274
+1,200
| +8% | +$237K | 0.35% | 46 |
|
|
2023
Q3 | $2.66M | Hold |
15,074
| – | – | 0.32% | 44 |
|
|
2023
Q2 | $2.98M | Buy |
15,074
+600
| +4% | +$119K | 0.34% | 42 |
|
|
2023
Q1 | $2.54M | Hold |
14,474
| – | – | 0.31% | 43 |
|
|
2022
Q4 | $2.52M | Hold |
14,474
| – | – | 0.33% | 44 |
|
|
2022
Q3 | $2.39M | Hold |
14,474
| – | – | 0.39% | 40 |
|
|
2022
Q2 | $2.45M | Buy |
14,474
+146
| +1% | +$24.7K | 0.36% | 39 |
|
|
2022
Q1 | $2.94M | Buy |
14,328
+5,078
| +55% | +$1.04M | 0.38% | 40 |
|
|
2021
Q4 | $2.06M | Sell |
9,250
-5,000
| -35% | -$1.11M | 0.27% | 47 |
|
|
2021
Q3 | $3.12M | Hold |
14,250
| – | – | 0.42% | 39 |
|
|
2021
Q2 | $3.27M | Hold |
14,250
| – | – | 0.45% | 36 |
|
|
2021
Q1 | $3.15M | Buy |
14,250
+100
| +0.7% | +$22.1K | 0.45% | 38 |
|
|
2020
Q4 | $2.77M | Hold |
14,150
| – | – | 0.44% | 37 |
|
|
2020
Q3 | $2.12M | Hold |
14,150
| – | – | 0.31% | 39 |
|
|
2020
Q2 | $2.03M | Sell |
14,150
-44
| -0.3% | -$6.3K | 0.25% | 40 |
|
|
2020
Q1 | $1.63M | Buy |
14,194
+18
| +0.1% | +$2.06K | 0.26% | 39 |
|
|
2019
Q4 | $2.35M | Buy |
+14,176
| New | +$2.35M | 0.22% | 73 |
|