First American 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
$395K Buy
2018
Q2
Sell
2018
Q1
$203K Sell
2017
Q4
$216K Sell
2017
Q3
$211K Buy