Exchange 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 | $646K | Hold |
2,993
| – | – | 0.51% | 57 |
|
|
2025
Q1 | $597K | Hold |
2,993
| – | – | 0.48% | 62 |
|
|
2024
Q4 | $661K | Buy |
2,993
+22
| +0.7% | +$4.86K | 0.53% | 55 |
|
|
2024
Q3 | $656K | Hold |
2,971
| – | – | 0.54% | 55 |
|
|
2024
Q2 | $603K | Sell |
2,971
-123
| -4% | -$25K | 0.51% | 55 |
|
|
2024
Q1 | $651K | Hold |
3,094
| – | – | 0.53% | 53 |
|
|
2023
Q4 | $621K | Sell |
3,094
-194
| -6% | -$38.9K | 0.54% | 51 |
|
|
2023
Q3 | $581K | Sell |
3,288
-60
| -2% | -$10.6K | 0.56% | 51 |
|
|
2023
Q2 | $627K | Buy |
+3,348
| New | +$627K | 0.61% | 46 |
|