Arlington Trust’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 | $45.5K | Hold |
211
| – | – | 0.01% | 366 |
|
|
2025
Q1 | $42.1K | Sell |
211
-497
| -70% | -$99.1K | 0.01% | 375 |
|
|
2024
Q4 | $156K | Buy |
708
+665
| +1,547% | +$147K | 0.03% | 209 |
|
|
2024
Q3 | $9.5K | Hold |
43
| – | – | ﹤0.01% | 454 |
|
|
2024
Q2 | $8.72K | Buy |
43
+32
| +291% | +$6.49K | ﹤0.01% | 454 |
|
|
2024
Q1 | $2.31K | Buy |
+11
| New | +$2.31K | ﹤0.01% | 457 |
|
|
2023
Q4 | – | Sell |
-2,608
| Closed | -$461K | – | 932 |
|
|
2023
Q3 | $461K | Buy |
+2,608
| New | +$461K | 0.19% | 61 |
|