RE Dickinson Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.04M | Buy |
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|
2024
Q3 | $188K | Hold |
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|
2024
Q2 | $172K | Sell |
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|
2024
Q1 | $297K | Sell |
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|
2023
Q4 | $2.38M | Buy |
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|
2023
Q3 | $2.02M | Buy |
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|
2023
Q2 | $2.01M | Buy |
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|
2023
Q1 | $1.72M | Buy |
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|
2022
Q4 | $303K | Buy |
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|
2022
Q3 | $243K | Sell |
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|
2022
Q2 | $324 | Sell |
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|
2022
Q1 | $446K | Sell |
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|
2021
Q4 | $2.56M | Buy |
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