Folger Nolan Fleming Douglas Capital Management’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
Q2 | $5.72M | Sell |
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|
2025
Q1 | $5.42M | Sell |
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|
2024
Q4 | $6.03M | Sell |
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|
2024
Q3 | $6.06M | Sell |
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|
2024
Q2 | $5.62M | Sell |
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|
2024
Q1 | $5.85M | Sell |
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|
2023
Q4 | $5.69M | Sell |
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|
2023
Q3 | $5.08M | Sell |
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|
2023
Q2 | $5.42M | Sell |
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|
2023
Q1 | $5.18M | Sell |
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|
2022
Q4 | $5.08M | Buy |
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|
2022
Q3 | $4.8M | Sell |
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|
2022
Q2 | $4.95M | Buy |
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|
2022
Q1 | $5.99M | Sell |
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|
2021
Q4 | $6.51M | Sell |
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|
2021
Q3 | $6.42M | Sell |
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|
2021
Q2 | $6.8M | Sell |
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|
2021
Q1 | $6.6M | Sell |
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|
2020
Q4 | $5.89M | Sell |
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|
2020
Q3 | $4.51M | Sell |
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|
2020
Q2 | $4.37M | Sell |
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|
2020
Q1 | $3.51M | Sell |
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|
2019
Q4 | $5.09M | Sell |
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|
2019
Q3 | $4.66M | Sell |
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|
2019
Q2 | $5M | Sell |
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|
2019
Q1 | $4.99M | Sell |
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|
2018
Q4 | $4.39M | Sell |
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|
2018
Q3 | $5.53M | Sell |
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|
2018
Q2 | $5.38M | Buy |
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|
2018
Q1 | $4.97M | Buy |
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|
2017
Q4 | $4.96M | Buy |
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|
2017
Q3 | $4.61M | Buy |
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|
2017
Q2 | $4.3M | Sell |
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|
2017
Q1 | $4.33M | Sell |
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|
2016
Q4 | $3.89M | Hold |
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|
2016
Q3 | $3.89M | Sell |
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|
2016
Q2 | $3.69M | Sell |
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|
2016
Q1 | $3.57M | Sell |
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|
2015
Q4 | $3.76M | Buy |
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|
2015
Q3 | $3.61M | Buy |
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|
2015
Q2 | $4.13M | Sell |
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|
2015
Q1 | $4.34M | Hold |
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|
2014
Q4 | $4.17M | Buy |
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|
2014
Q3 | $3.73M | Sell |
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|
2014
Q2 | $4.08M | Sell |
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|
2014
Q1 | $4M | Buy |
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|
2013
Q4 | $3.96M | Hold |
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|
2013
Q3 | $3.66M | Sell |
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|
2013
Q2 | $3.36M | Buy |
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