NDSI
Newman Dignan & Sheerar Inc’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $314K | Sell |
1,453
-110
| -7% | -$23.7K | 0.07% | 153 |
|
|
2025
Q1 | $312K | Buy |
1,563
+260
| +20% | +$51.9K | 0.09% | 133 |
|
|
2024
Q4 | $288K | Hold |
1,303
| – | – | 0.07% | 144 |
|
|
2024
Q3 | $290K | Hold |
1,303
| – | – | 0.07% | 147 |
|
|
2024
Q2 | $264K | Buy |
1,303
+28
| +2% | +$5.68K | 0.07% | 153 |
|
|
2024
Q1 | $268K | Hold |
1,275
| – | – | 0.07% | 153 |
|
|
2023
Q4 | $256K | Hold |
1,275
| – | – | 0.08% | 147 |
|
|
2023
Q3 | $225K | Hold |
1,275
| – | – | 0.07% | 157 |
|
|
2023
Q2 | $239K | Hold |
1,275
| – | – | 0.07% | 168 |
|
|
2023
Q1 | $227K | Hold |
1,275
| – | – | 0.07% | 174 |
|
|
2022
Q4 | $222K | Hold |
1,275
| – | – | 0.07% | 174 |
|
|
2022
Q3 | $210 | Hold |
1,275
| – | – | 0.03% | 173 |
|
|
2022
Q2 | $216K | Hold |
1,275
| – | – | 0.07% | 178 |
|
|
2022
Q1 | $262 | Hold |
1,275
| – | – | 0.05% | 163 |
|
|
2021
Q4 | $284K | Hold |
1,275
| – | – | 0.09% | 164 |
|
|
2021
Q3 | $279K | Hold |
1,275
| – | – | 0.08% | 157 |
|
|
2021
Q2 | $292K | Hold |
1,275
| – | – | 0.1% | 151 |
|
|
2021
Q1 | $282K | Hold |
1,275
| – | – | 0.1% | 150 |
|
|
2020
Q4 | $250 | Buy |
+1,275
| New | +$250 | 0.04% | 149 |
|
|
2020
Q1 | – | Sell |
-1,975
| Closed | -$327 | – | 147 |
|
|
2019
Q4 | $327 | Buy |
+1,975
| New | +$327 | 0.03% | 126 |
|