Grandfield & Dodd’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 | $404K | Hold |
1,871
| – | – | 0.02% | 154 |
|
|
2025
Q1 | $373K | Buy |
+1,871
| New | +$373K | 0.02% | 154 |
|
|
2024
Q4 | – | Sell |
-1,477
| Closed | -$326K | – | 207 |
|
|
2024
Q3 | $326K | Buy |
+1,477
| New | +$326K | 0.02% | 166 |
|
|
2022
Q4 | – | Sell |
-1,403
| Closed | -$230K | – | 192 |
|
|
2022
Q3 | $230K | Sell |
1,403
-169
| -11% | -$27.7K | 0.02% | 170 |
|
|
2022
Q2 | $270K | Hold |
1,572
| – | – | 0.02% | 165 |
|
|
2022
Q1 | $320K | Buy |
+1,572
| New | +$320K | 0.02% | 167 |
|