Blue Trust Inc’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 | $1.1M | Sell |
5,083
-20
| -0.4% | -$4.32K | 0.01% | 254 |
|
|
2025
Q1 | $1.02M | Sell |
5,103
-3,689
| -42% | -$736K | 0.01% | 245 |
|
|
2024
Q4 | $1.94M | Sell |
8,792
-2,438
| -22% | -$539K | 0.02% | 153 |
|
|
2024
Q3 | $2.28M | Buy |
11,230
+4,491
| +67% | +$911K | 0.03% | 139 |
|
|
2024
Q2 | $1.42M | Buy |
6,739
+262
| +4% | +$55.1K | 0.02% | 174 |
|
|
2024
Q1 | $1.36M | Buy |
6,477
+410
| +7% | +$86.2K | 0.02% | 156 |
|
|
2023
Q4 | $1.07M | Sell |
6,067
-14,738
| -71% | -$2.6M | 0.02% | 157 |
|
|
2023
Q3 | $3.9M | Sell |
20,805
-153
| -0.7% | -$28.7K | 0.06% | 70 |
|
|
2023
Q2 | $3.74M | Sell |
20,958
-1,310
| -6% | -$234K | 0.06% | 70 |
|
|
2023
Q1 | $3.88M | Buy |
22,268
+873
| +4% | +$152K | 0.06% | 82 |
|
|
2022
Q4 | $3.53M | Buy |
21,395
+16,347
| +324% | +$2.7M | 0.06% | 80 |
|
|
2022
Q3 | $855K | Sell |
5,048
-158
| -3% | -$26.8K | 0.02% | 158 |
|
|
2022
Q2 | $1.07M | Buy |
+5,206
| New | +$1.07M | 0.02% | 135 |
|