Vaughan David Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $212K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $365K | Hold |
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|
2017
Q4 | $366K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $209K | Hold |
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|
2014
Q4 | $201K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $202K | Sell |
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|
2014
Q1 | $245K | Hold |
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|
2013
Q4 | $243K | Hold |
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|
2013
Q3 | $225K | Hold |
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|
2013
Q2 | $205K | Buy |
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