Boston Trust Walden’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 | $8.71M | Buy |
40,376
+31,180
| +339% | +$6.73M | 0.06% | 211 |
|
|
2025
Q1 | $1.83M | Sell |
9,196
-39,244
| -81% | -$7.83M | 0.01% | 254 |
|
|
2024
Q4 | $10.7M | Buy |
48,440
+42,118
| +666% | +$9.31M | 0.08% | 201 |
|
|
2024
Q3 | $1.4M | Buy |
6,322
+2,385
| +61% | +$527K | 0.01% | 267 |
|
|
2024
Q2 | $799K | Sell |
3,937
-631
| -14% | -$128K | 0.01% | 289 |
|
|
2024
Q1 | $961K | Sell |
4,568
-45,420
| -91% | -$9.55M | 0.01% | 279 |
|
|
2023
Q4 | $10M | Buy |
49,988
+44,591
| +826% | +$8.95M | 0.08% | 193 |
|
|
2023
Q3 | $954K | Sell |
5,397
-2,990
| -36% | -$528K | 0.01% | 275 |
|
|
2023
Q2 | $1.57M | Buy |
8,387
+4,183
| +100% | +$783K | 0.01% | 256 |
|
|
2023
Q1 | $750K | Sell |
4,204
-145,319
| -97% | -$25.9M | 0.01% | 289 |
|
|
2022
Q4 | $26.1M | Buy |
149,523
+135,132
| +939% | +$23.6M | 0.23% | 150 |
|
|
2022
Q3 | $2.37M | Sell |
14,391
-577
| -4% | -$95.1K | 0.02% | 244 |
|
|
2022
Q2 | $2.54M | Sell |
14,968
-5,992
| -29% | -$1.01M | 0.02% | 246 |
|
|
2022
Q1 | $4.3M | Sell |
20,960
-569
| -3% | -$117K | 0.04% | 240 |
|
|
2021
Q4 | $4.79M | Buy |
21,529
+17,718
| +465% | +$3.94M | 0.04% | 246 |
|
|
2021
Q3 | $834K | Buy |
3,811
+21
| +0.6% | +$4.6K | 0.01% | 294 |
|
|
2021
Q2 | $869K | Buy |
3,790
+185
| +5% | +$42.4K | 0.01% | 293 |
|
|
2021
Q1 | $796K | Sell |
3,605
-5,103
| -59% | -$1.13M | 0.01% | 295 |
|
|
2020
Q4 | $1.71M | Buy |
8,708
+2,788
| +47% | +$547K | 0.02% | 265 |
|
|
2020
Q3 | $887K | Sell |
5,920
-1,159
| -16% | -$174K | 0.01% | 289 |
|
|
2020
Q2 | $1.01M | Sell |
7,079
-33,545
| -83% | -$4.81M | 0.01% | 283 |
|
|
2020
Q1 | $4.65M | Sell |
40,624
-9,922
| -20% | -$1.14M | 0.07% | 221 |
|
|
2019
Q4 | $8.37M | Buy |
50,546
+37,980
| +302% | +$6.29M | 0.1% | 212 |
|
|
2019
Q3 | $1.9M | Sell |
12,566
-12,920
| -51% | -$1.96M | 0.02% | 266 |
|
|
2019
Q2 | $3.96M | Sell |
25,486
-986
| -4% | -$153K | 0.05% | 247 |
|
|
2019
Q1 | $4.05M | Sell |
26,472
-107,778
| -80% | -$16.5M | 0.06% | 242 |
|
|
2018
Q4 | $18M | Buy |
134,250
+125,471
| +1,429% | +$16.8M | 0.29% | 101 |
|
|
2018
Q3 | $1.48M | Sell |
8,779
-5,679
| -39% | -$957K | 0.02% | 285 |
|
|
2018
Q2 | $2.37M | Buy |
14,458
+7,104
| +97% | +$1.16M | 0.03% | 268 |
|
|
2018
Q1 | $1.12M | Sell |
7,354
-55,314
| -88% | -$8.4M | 0.02% | 299 |
|
|
2017
Q4 | $9.55M | Buy |
62,668
+49,596
| +379% | +$7.56M | 0.14% | 192 |
|
|
2017
Q3 | $1.94M | Sell |
13,072
-8,776
| -40% | -$1.3M | 0.03% | 279 |
|
|
2017
Q2 | $3.08M | Buy |
+21,848
| New | +$3.08M | 0.05% | 248 |
|
|
2017
Q1 | – | Sell |
-51,025
| Closed | -$6.88M | – | 355 |
|
|
2016
Q4 | $6.88M | Buy |
+51,025
| New | +$6.88M | 0.11% | 203 |
|
|
2016
Q1 | – | Sell |
-49,401
| Closed | -$5.56M | – | 345 |
|
|
2015
Q4 | $5.56M | Buy |
49,401
+44,933
| +1,006% | +$5.06M | 0.1% | 209 |
|
|
2015
Q3 | $488K | Buy |
4,468
+2,651
| +146% | +$290K | 0.01% | 319 |
|
|
2015
Q2 | $227K | Buy |
+1,817
| New | +$227K | ﹤0.01% | 343 |
|
|
2015
Q1 | – | Sell |
-46,259
| Closed | -$5.53M | – | 342 |
|
|
2014
Q4 | $5.53M | Buy |
+46,259
| New | +$5.53M | 0.08% | 209 |
|
|
2014
Q1 | – | Sell |
-46,184
| Closed | -$5.33M | – | 325 |
|
|
2013
Q4 | $5.33M | Buy |
+46,184
| New | +$5.33M | 0.08% | 198 |
|