AMG National Trust Bank’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
Q2 | $181M | Sell |
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|
2025
Q1 | $173M | Sell |
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|
2024
Q4 | $197M | Sell |
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|
2024
Q3 | $202M | Sell |
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|
2024
Q2 | $190M | Buy |
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|
2024
Q1 | $187M | Buy |
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|
2023
Q4 | $177M | Sell |
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|
2023
Q3 | $159M | Sell |
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|
2023
Q2 | $171M | Sell |
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|
2023
Q1 | $168M | Sell |
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|
2022
Q4 | $168M | Sell |
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|
2022
Q3 | $162M | Buy |
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|
2022
Q2 | $166M | Buy |
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|
2022
Q1 | $193M | Buy |
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|
2021
Q4 | $205M | Buy |
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|
2021
Q3 | $198M | Buy |
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|
2021
Q2 | $205M | Buy |
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|
2021
Q1 | $189M | Buy |
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|
2020
Q4 | $159M | Buy |
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|
2020
Q3 | $115M | Buy |
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|
2020
Q2 | $108M | Buy |
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|
2020
Q1 | $73.2M | Buy |
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|
2019
Q4 | $102M | Sell |
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|
2019
Q3 | $93.3M | Sell |
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|
2019
Q2 | $97.8M | Sell |
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|
2019
Q1 | $97.2M | Sell |
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|
2018
Q4 | $85.3M | Sell |
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|
2018
Q3 | $108M | Buy |
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|
2018
Q2 | $104M | Buy |
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|
2018
Q1 | $96.6M | Buy |
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|
2017
Q4 | $94.1M | Buy |
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|
2017
Q3 | $88.5M | Buy |
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|
2017
Q2 | $80M | Buy |
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|
2017
Q1 | $64M | Buy |
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|
2016
Q4 | $52.9M | Buy |
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|
2016
Q3 | $46.5M | Buy |
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|
2016
Q2 | $42.1M | Sell |
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|
2016
Q1 | $41M | Buy |
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|
2015
Q4 | $39.8M | Buy |
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|
2015
Q3 | $34.5M | Buy |
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|
2015
Q2 | $35.3M | Buy |
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|
2015
Q1 | $28.4M | Buy |
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|
2014
Q4 | $19.7M | Buy |
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|
2014
Q3 | $17.3M | Sell |
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|
2014
Q2 | $19M | Buy |
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|
2014
Q1 | $18.3M | Sell |
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|
2013
Q4 | $18.3M | Buy |
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|
2013
Q3 | $16.7M | Buy |
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|
2013
Q2 | $14.7M | Buy |
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