Colonial Trust’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 | $459K | Hold |
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|
2025
Q2 | $409K | Sell |
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|
2025
Q1 | $407K | Buy |
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|
2024
Q4 | $426K | Buy |
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|
2024
Q3 | $419K | Sell |
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|
2024
Q2 | $406K | Buy |
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|
2024
Q1 | $324K | Sell |
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|
2023
Q4 | $325K | Sell |
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|
2023
Q3 | $392K | Sell |
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|
2023
Q2 | $438K | Hold |
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|
2023
Q1 | $417K | Buy |
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|
2022
Q4 | $407K | Sell |
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|
2022
Q3 | $416K | Buy |
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