McDonald Partners’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
Q3 | $355K | Sell |
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|
2025
Q2 | $1.09M | Buy |
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|
2025
Q1 | $960K | Buy |
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|
2024
Q4 | $965K | Sell |
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|
2024
Q3 | $1.07M | Buy |
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|
2024
Q2 | $461K | Sell |
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|
2024
Q1 | $483K | Buy |
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|
2023
Q4 | $441K | Buy |
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|
2023
Q3 | $362K | Buy |
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|
2023
Q2 | $378K | Buy |
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|
2023
Q1 | $359K | Sell |
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|
2022
Q4 | $377K | Sell |
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|
2022
Q3 | $357K | Sell |
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|
2022
Q2 | $772K | Buy |
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|
2022
Q1 | $897K | Buy |
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|
2021
Q4 | $7.56K | Sell |
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|
2021
Q3 | $706K | Buy |
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|
2021
Q2 | $650K | Sell |
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|
2021
Q1 | $647K | Sell |
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|
2020
Q4 | $600K | Buy |
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