Bath Savings 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 | $290K | Sell |
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|
2025
Q2 | $293K | Sell |
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|
2025
Q1 | $276K | Buy |
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|
2024
Q4 | $299K | Buy |
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|
2024
Q3 | $284K | Buy |
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|
2024
Q2 | $208K | Hold |
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|
2024
Q1 | $216K | Sell |
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|
2023
Q4 | $226K | Sell |
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|
2023
Q3 | $209K | Hold |
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|
2023
Q2 | $221K | Hold |
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|
2023
Q1 | $211K | Sell |
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|
2022
Q4 | $216K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $225K | Hold |
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|
2021
Q4 | $244K | Buy |
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|
2021
Q3 | $231K | Hold |
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|
2021
Q2 | $242K | Hold |
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|
2021
Q1 | $233K | Sell |
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|
2020
Q4 | $216K | Buy |
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