Dunhill Financial’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 | $317K | Buy |
1,468
+100
| +7% | +$21.6K | 0.09% | 81 |
|
|
2025
Q1 | $273K | Sell |
1,368
-288
| -17% | -$57.4K | 0.12% | 75 |
|
|
2024
Q4 | $366K | Buy |
1,656
+435
| +36% | +$96.1K | 0.17% | 51 |
|
|
2024
Q3 | $270K | Buy |
1,221
+477
| +64% | +$105K | 0.14% | 58 |
|
|
2024
Q2 | $151K | Hold |
744
| – | – | 0.09% | 88 |
|
|
2024
Q1 | $156K | Hold |
744
| – | – | 0.12% | 59 |
|
|
2023
Q4 | $149K | Buy |
+744
| New | +$149K | 0.14% | 51 |
|
|
2023
Q3 | – | Sell |
-802
| Closed | -$148K | – | 80 |
|
|
2023
Q2 | $148K | Buy |
+802
| New | +$148K | 0.1% | 70 |
|