AmeriServ Wealth 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
2025
Q3
$1.8M Sell
2025
Q2
$6.56M Buy
2025
Q1
Sell
2024
Q4
$1.02M Buy
2014
Q1
Sell
2013
Q4
$495K Hold
2013
Q3
$457K Hold
2013
Q2
$416K Buy