Citizens National Bank Trust Department’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 | $145K | Hold |
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|
2025
Q2 | $129K | Sell |
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|
2025
Q1 | $149K | Buy |
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|
2024
Q4 | $155K | Hold |
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|
2024
Q3 | $155K | Hold |
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|
2024
Q2 | $142K | Hold |
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|
2024
Q1 | $147K | Sell |
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|
2023
Q4 | $151K | Hold |
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|
2023
Q3 | $133K | Hold |
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|
2023
Q2 | $140K | Sell |
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|
2023
Q1 | $152K | Hold |
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|
2022
Q4 | $148K | Sell |
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|
2022
Q3 | $157K | Hold |
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|
2022
Q2 | $161K | Hold |
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|
2022
Q1 | $176K | Sell |
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|
2021
Q4 | $234K | Hold |
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|
2021
Q3 | $230K | Hold |
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|
2021
Q2 | $241K | Sell |
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|
2021
Q1 | $276K | Hold |
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|
2020
Q4 | $245K | Buy |
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