Colonial Trust Advisors’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
Q2 | $758K | Sell |
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|
2025
Q1 | $1.34M | Buy |
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|
2024
Q4 | $802K | Hold |
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|
2024
Q3 | $802K | Buy |
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|
2024
Q2 | $735K | Buy |
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|
2024
Q1 | $759K | Sell |
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|
2023
Q4 | $726K | Buy |
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|
2023
Q3 | $633K | Sell |
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|
2023
Q2 | $673K | Sell |
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|
2023
Q1 | $672K | Hold |
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|
2022
Q4 | $657K | Sell |
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|
2022
Q3 | $652K | Sell |
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|
2022
Q2 | $679K | Buy |
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|
2022
Q1 | $814K | Buy |
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|
2021
Q4 | $713K | Buy |
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|
2021
Q3 | $685K | Buy |
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|
2021
Q2 | $580K | Buy |
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|
2021
Q1 | $514K | Hold |
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|
2020
Q4 | $456K | Sell |
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|
2020
Q3 | $372K | Sell |
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|
2020
Q2 | $472K | Buy |
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|
2020
Q1 | $318K | Sell |
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|
2019
Q4 | $1.66M | Sell |
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|
2019
Q3 | $1.55M | Sell |
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|
2019
Q2 | $1.68M | Sell |
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|
2019
Q1 | $1.77M | Buy |
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|
2018
Q4 | $1.32M | Sell |
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|
2018
Q3 | $1.88M | Buy |
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|
2018
Q2 | $1.72M | Sell |
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|
2018
Q1 | $1.6M | Sell |
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|
2017
Q4 | $1.89M | Buy |
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|
2017
Q3 | $1.61M | Buy |
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|
2017
Q2 | $1.45M | Buy |
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|
2017
Q1 | $1.29M | Hold |
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|
2016
Q4 | $1.26M | Sell |
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|
2016
Q3 | $1.16M | Hold |
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|
2016
Q2 | $1.07M | Sell |
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|
2016
Q1 | $1.03M | Hold |
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|
2015
Q4 | $1.05M | Sell |
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|
2015
Q3 | $1.02M | Sell |
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|
2015
Q2 | $1.18M | Sell |
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|
2015
Q1 | $1.18M | Buy |
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|
2014
Q4 | $1.12M | Sell |
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|
2014
Q3 | $1.3M | Sell |
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|
2014
Q2 | $1.44M | Sell |
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|
2014
Q1 | $1.51M | Sell |
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|
2013
Q4 | $1.51M | Sell |
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|
2013
Q3 | $1.65M | Buy |
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|
2013
Q2 | $1.44M | Buy |
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