Advantage Trust Company’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.9K | Hold |
194
| – | – | 0.02% | 134 |
|
|
2025
Q1 | $38.7K | Sell |
194
-43
| -18% | -$8.58K | 0.02% | 110 |
|
|
2024
Q4 | $52.4K | Sell |
237
-152
| -39% | -$33.6K | 0.03% | 103 |
|
|
2024
Q3 | $85.9K | Hold |
389
| – | – | 0.06% | 76 |
|
|
2024
Q2 | $78.9K | Hold |
389
| – | – | 0.06% | 88 |
|
|
2024
Q1 | $81.8K | Hold |
389
| – | – | 0.06% | 83 |
|
|
2023
Q4 | $78.1K | Buy |
+389
| New | +$78.1K | 0.06% | 86 |
|