American Trust’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 | $272K | Sell |
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|
2025
Q2 | $305K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $228K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $224K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $226K | Buy |
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|
2023
Q1 | $213K | Sell |
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|
2022
Q4 | $636K | Sell |
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|
2022
Q3 | $698K | Buy |
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|
2022
Q2 | $658K | Buy |
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|
2022
Q1 | $783K | Buy |
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|
2021
Q4 | $592K | Buy |
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