HDIM
Hanson & Doremus Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $188K | Buy |
869
+200
| +30% | +$43.3K | 0.03% | 204 |
|
2025
Q1 | $133K | Buy |
+669
| New | +$133K | 0.02% | 226 |
|
2020
Q1 | – | Sell |
-72
| Closed | -$12K | – | 455 |
|
2019
Q4 | $12K | Sell |
72
-6
| -8% | -$1K | ﹤0.01% | 401 |
|
2019
Q3 | $12K | Hold |
78
| – | – | ﹤0.01% | 399 |
|
2019
Q2 | $12K | Hold |
78
| – | – | ﹤0.01% | 405 |
|
2019
Q1 | $12K | Hold |
78
| – | – | ﹤0.01% | 384 |
|
2018
Q4 | $10K | Buy |
78
+28
| +56% | +$3.59K | ﹤0.01% | 381 |
|
2018
Q3 | $8K | Hold |
50
| – | – | ﹤0.01% | 409 |
|
2018
Q2 | $8K | Hold |
50
| – | – | ﹤0.01% | 438 |
|
2018
Q1 | $8K | Hold |
50
| – | – | ﹤0.01% | 457 |
|
2017
Q4 | $8K | Hold |
50
| – | – | ﹤0.01% | 441 |
|
2017
Q3 | $7K | Hold |
50
| – | – | ﹤0.01% | 434 |
|
2017
Q2 | $7K | Hold |
50
| – | – | ﹤0.01% | 433 |
|
2017
Q1 | $7K | Hold |
50
| – | – | ﹤0.01% | 424 |
|
2016
Q4 | $6.74K | Hold |
50
| – | – | ﹤0.01% | 402 |
|
2016
Q3 | $6K | Sell |
50
-25
| -33% | -$3K | ﹤0.01% | 392 |
|
2016
Q2 | $9K | Hold |
75
| – | – | ﹤0.01% | 367 |
|
2016
Q1 | $3K | Buy |
75
+50
| +200% | +$2K | ﹤0.01% | 432 |
|
2015
Q4 | $3K | Hold |
25
| – | – | ﹤0.01% | 442 |
|
2015
Q3 | $3K | Buy |
+25
| New | +$3K | ﹤0.01% | 421 |
|
2014
Q2 | – | Sell |
-223
| Closed | -$26K | – | 421 |
|
2014
Q1 | $26K | Hold |
223
| – | – | 0.01% | 296 |
|
2013
Q4 | $26K | Sell |
223
-200
| -47% | -$23.3K | 0.01% | 288 |
|
2013
Q3 | $45K | Buy |
+423
| New | +$45K | 0.02% | 247 |
|