DAS
Dynamic Advisor Solutions’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.1M | Buy |
69,779
+407
| +0.6% | +$87.8K | 0.47% | 51 |
|
|
2025
Q1 | $13.8M | Buy |
69,372
+4,966
| +8% | +$991K | 0.46% | 52 |
|
|
2024
Q4 | $14.2M | Sell |
64,406
-8,500
| -12% | -$1.88M | 0.62% | 38 |
|
|
2024
Q3 | $16.1M | Buy |
72,906
+7,104
| +11% | +$1.57M | 0.48% | 47 |
|
|
2024
Q2 | $13.4M | Buy |
65,802
+8,676
| +15% | +$1.76M | 0.42% | 55 |
|
|
2024
Q1 | $12M | Buy |
57,126
+12,268
| +27% | +$2.58M | 0.41% | 55 |
|
|
2023
Q4 | $8.67M | Sell |
44,858
-2,846
| -6% | -$550K | 0.32% | 78 |
|
|
2023
Q3 | $8.43M | Buy |
47,704
+8,181
| +21% | +$1.45M | 0.4% | 56 |
|
|
2023
Q2 | $7.4M | Buy |
39,523
+7,288
| +23% | +$1.36M | 0.38% | 54 |
|
|
2023
Q1 | $5.75M | Buy |
32,235
+7,700
| +31% | +$1.37M | 0.34% | 79 |
|
|
2022
Q4 | $4.28M | Sell |
24,535
-696
| -3% | -$121K | 0.29% | 90 |
|
|
2022
Q3 | $4.16M | Buy |
25,231
+508
| +2% | +$83.8K | 0.32% | 73 |
|
|
2022
Q2 | $4.19M | Buy |
24,723
+899
| +4% | +$152K | 0.32% | 72 |
|
|
2022
Q1 | $4.89M | Sell |
23,824
-3,069
| -11% | -$630K | 0.34% | 68 |
|
|
2021
Q4 | $5.98M | Sell |
26,893
-299
| -1% | -$66.5K | 0.43% | 50 |
|
|
2021
Q3 | $5.95M | Buy |
27,192
+1,376
| +5% | +$301K | 0.45% | 48 |
|
|
2021
Q2 | $5.92M | Buy |
25,816
+754
| +3% | +$173K | 0.47% | 44 |
|
|
2021
Q1 | $5.54M | Buy |
25,062
+259
| +1% | +$57.2K | 0.51% | 44 |
|
|
2020
Q4 | $4.86M | Buy |
24,803
+4,532
| +22% | +$889K | 0.46% | 53 |
|
|
2020
Q3 | $3.04M | Buy |
20,271
+1,870
| +10% | +$280K | 0.34% | 79 |
|
|
2020
Q2 | $2.64M | Sell |
18,401
-1,708
| -8% | -$245K | 0.36% | 81 |
|
|
2020
Q1 | $2.3M | Sell |
20,109
-32,838
| -62% | -$3.76M | 0.42% | 58 |
|
|
2019
Q4 | $8.77M | Buy |
52,947
+48,585
| +1,114% | +$8.05M | 1.2% | 8 |
|
|
2019
Q3 | $660K | Sell |
4,362
-1,589
| -27% | -$240K | 0.1% | 228 |
|
|
2019
Q2 | $925K | Buy |
5,951
+558
| +10% | +$86.7K | 0.15% | 173 |
|
|
2019
Q1 | $826K | Buy |
5,393
+567
| +12% | +$86.8K | 0.16% | 154 |
|
|
2018
Q4 | $711K | Sell |
4,826
-469
| -9% | -$69.1K | 0.15% | 156 |
|
|
2018
Q3 | $892K | Sell |
5,295
-374
| -7% | -$63K | 0.19% | 144 |
|
|
2018
Q2 | $928K | Buy |
5,669
+1,667
| +42% | +$273K | 0.21% | 136 |
|
|
2018
Q1 | $608K | Buy |
+4,002
| New | +$608K | 0.16% | 167 |
|