Berkshire Bank’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 | $255K | Hold |
1,182
| – | – | 0.06% | 146 |
|
|
2025
Q1 | $236K | Hold |
1,182
| – | – | 0.06% | 146 |
|
|
2024
Q4 | $261K | Hold |
1,182
| – | – | 0.06% | 136 |
|
|
2024
Q3 | $261K | Hold |
1,182
| – | – | 0.06% | 137 |
|
|
2024
Q2 | $240K | Hold |
1,182
| – | – | 0.06% | 134 |
|
|
2024
Q1 | $249K | Sell |
1,182
-193
| -14% | -$40.6K | 0.06% | 132 |
|
|
2023
Q4 | $276K | Buy |
1,375
+193
| +16% | +$38.7K | 0.07% | 125 |
|
|
2023
Q3 | $209K | Hold |
1,182
| – | – | 0.06% | 131 |
|
|
2023
Q2 | $221K | Hold |
1,182
| – | – | 0.06% | 127 |
|
|
2023
Q1 | $211K | Hold |
1,182
| – | – | 0.06% | 130 |
|
|
2022
Q4 | $206K | Sell |
1,182
-50
| -4% | -$8.72K | 0.06% | 132 |
|
|
2022
Q3 | $203K | Sell |
1,232
-106
| -8% | -$17.5K | 0.06% | 135 |
|
|
2022
Q2 | $227K | Sell |
1,338
-10
| -0.7% | -$1.7K | 0.07% | 125 |
|
|
2022
Q1 | $277K | Sell |
1,348
-45
| -3% | -$9.25K | 0.07% | 128 |
|
|
2021
Q4 | $310K | Sell |
1,393
-157
| -10% | -$34.9K | 0.07% | 116 |
|
|
2021
Q3 | $339K | Sell |
1,550
-245
| -14% | -$53.6K | 0.08% | 109 |
|
|
2021
Q2 | $412K | Buy |
1,795
+387
| +27% | +$88.8K | 0.1% | 106 |
|
|
2021
Q1 | $311K | Buy |
1,408
+10
| +0.7% | +$2.21K | 0.08% | 111 |
|
|
2020
Q4 | $274K | Sell |
1,398
-100
| -7% | -$19.6K | 0.07% | 114 |
|
|
2020
Q3 | $224K | Buy |
+1,498
| New | +$224K | 0.06% | 124 |
|