Blue Trust Inc’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 | $1.04M | Sell |
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|
2025
Q2 | $1.1M | Sell |
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|
2025
Q1 | $1.02M | Sell |
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|
2024
Q4 | $1.94M | Sell |
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|
2024
Q3 | $2.28M | Buy |
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|
2024
Q2 | $1.42M | Buy |
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|
2024
Q1 | $1.36M | Buy |
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|
2023
Q4 | $1.07M | Sell |
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|
2023
Q3 | $3.9M | Sell |
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|
2023
Q2 | $3.74M | Sell |
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|
2023
Q1 | $3.88M | Buy |
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|
2022
Q4 | $3.53M | Buy |
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|
2022
Q3 | $855K | Sell |
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|
2022
Q2 | $1.07M | Buy |
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