City State 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 | $259K | Buy |
1,200
+10
| +0.8% | +$2.16K | 0.08% | 174 |
|
|
2025
Q1 | $237K | Sell |
1,190
-40
| -3% | -$7.98K | 0.08% | 173 |
|
|
2024
Q4 | $272K | Sell |
1,230
-32
| -3% | -$7.07K | 0.1% | 161 |
|
|
2024
Q3 | $279K | Sell |
1,262
-60
| -5% | -$13.3K | 0.1% | 155 |
|
|
2024
Q2 | $268K | Sell |
1,322
-45
| -3% | -$9.13K | 0.11% | 152 |
|
|
2024
Q1 | $287K | Buy |
1,367
+20
| +1% | +$4.2K | 0.13% | 144 |
|
|
2023
Q4 | $270K | Hold |
1,347
| – | – | 0.14% | 144 |
|
|
2023
Q3 | $238K | Hold |
1,347
| – | – | 0.13% | 152 |
|
|
2023
Q2 | $252K | Hold |
1,347
| – | – | 0.14% | 144 |
|
|
2023
Q1 | $240K | Sell |
1,347
-5
| -0.4% | -$891 | 0.14% | 151 |
|
|
2022
Q4 | $236K | Hold |
1,352
| – | – | 0.15% | 150 |
|
|
2022
Q3 | $223K | Hold |
1,352
| – | – | 0.16% | 134 |
|
|
2022
Q2 | $229K | Hold |
1,352
| – | – | 0.16% | 134 |
|
|
2022
Q1 | $278K | Hold |
1,352
| – | – | 0.17% | 129 |
|
|
2021
Q4 | $301K | Buy |
+1,352
| New | +$301K | 0.19% | 126 |
|