Dumont & Blake Investment 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
Q3 | $7.68M | Sell |
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2025
Q2 | $6.9M | Sell |
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2025
Q1 | $6.41M | Sell |
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2024
Q4 | $7.13M | Sell |
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2024
Q3 | $7.2M | Sell |
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2024
Q2 | $13.3M | Buy |
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2024
Q1 | $6.84M | Sell |
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2023
Q4 | $6.59M | Sell |
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2023
Q3 | $5.83M | Buy |
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2023
Q2 | $6.15M | Buy |
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2023
Q1 | $5.84M | Sell |
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2022
Q4 | $5.76M | Sell |
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2022
Q3 | $5.55M | Sell |
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2022
Q2 | $5.75M | Sell |
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2022
Q1 | $6.97M | Buy |
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2021
Q4 | $7.47M | Buy |
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2021
Q3 | $7.24M | Buy |
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2021
Q2 | $7.41M | Buy |
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2021
Q1 | $6.99M | Buy |
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2020
Q4 | $6.03M | Sell |
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2020
Q3 | $4.66M | Buy |
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2020
Q2 | $4.23M | Buy |
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2020
Q1 | $3.27M | Sell |
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2019
Q4 | $4.8M | Sell |
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2019
Q3 | $4.43M | Sell |
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2019
Q2 | $5.01M | Buy |
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2019
Q1 | $4.35M | Buy |
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2018
Q4 | $3.77M | Buy |
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2018
Q3 | $4.12M | Buy |
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2018
Q2 | $3.84M | Buy |
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2018
Q1 | $3.47M | Buy |
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2017
Q4 | $3.48M | Buy |
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2017
Q3 | $3.3M | Buy |
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2017
Q2 | $3.13M | Buy |
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2017
Q1 | $3.04M | Buy |
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2016
Q4 | $2.95M | Sell |
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2016
Q3 | $2.72M | Sell |
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2016
Q2 | $2.52M | Sell |
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2016
Q1 | $2.44M | Sell |
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2015
Q4 | $2.49M | Buy |
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2015
Q3 | $2.32M | Sell |
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2015
Q2 | $2.71M | Buy |
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2015
Q1 | $2.63M | Buy |
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2014
Q4 | $2.43M | Buy |
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2014
Q3 | $2.2M | Sell |
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2014
Q2 | $2.39M | Buy |
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2014
Q1 | $2.32M | Sell |
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2013
Q4 | $2.33M | Sell |
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2013
Q3 | $3.27M | Buy |
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2013
Q2 | $2.93M | Buy |
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