Glenview Trust’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 | $17.8M | Sell |
82,487
-1,703
| -2% | -$367K | 0.31% | 76 |
|
|
2025
Q1 | $16.8M | Sell |
84,190
-351
| -0.4% | -$70K | 0.33% | 76 |
|
|
2024
Q4 | $18.7M | Sell |
84,541
-381
| -0.4% | -$84.2K | 0.35% | 65 |
|
|
2024
Q3 | $18.8M | Buy |
84,922
+655
| +0.8% | +$145K | 0.36% | 67 |
|
|
2024
Q2 | $17.1M | Sell |
84,267
-19
| -0% | -$3.86K | 0.34% | 71 |
|
|
2024
Q1 | $17.7M | Buy |
84,286
+234
| +0.3% | +$49.2K | 0.38% | 69 |
|
|
2023
Q4 | $16.9M | Buy |
84,052
+813
| +1% | +$163K | 0.41% | 62 |
|
|
2023
Q3 | $14.7M | Buy |
83,239
+17
| +0% | +$3.01K | 0.41% | 68 |
|
|
2023
Q2 | $15.6M | Sell |
83,222
-3,015
| -3% | -$565K | 0.43% | 66 |
|
|
2023
Q1 | $15.4M | Buy |
86,237
+4,320
| +5% | +$771K | 0.46% | 63 |
|
|
2022
Q4 | $14.3M | Buy |
81,917
+4,576
| +6% | +$798K | 0.47% | 64 |
|
|
2022
Q3 | $12.8M | Sell |
77,341
-829
| -1% | -$137K | 0.48% | 64 |
|
|
2022
Q2 | $13.2M | Sell |
78,170
-90
| -0.1% | -$15.2K | 0.49% | 62 |
|
|
2022
Q1 | $16.1M | Sell |
78,260
-612
| -0.8% | -$126K | 0.52% | 60 |
|
|
2021
Q4 | $17.5M | Buy |
78,872
+281
| +0.4% | +$62.5K | 0.58% | 52 |
|
|
2021
Q3 | $17.2M | Sell |
78,591
-664
| -0.8% | -$145K | 0.66% | 51 |
|
|
2021
Q2 | $18.2M | Sell |
79,255
-837
| -1% | -$192K | 0.7% | 45 |
|
|
2021
Q1 | $17.7M | Sell |
80,092
-3,192
| -4% | -$705K | 0.76% | 42 |
|
|
2020
Q4 | $16.3M | Sell |
83,284
-1,078
| -1% | -$211K | 0.76% | 43 |
|
|
2020
Q3 | $12.6M | Buy |
84,362
+4
| +0% | +$599 | 0.65% | 47 |
|
|
2020
Q2 | $12.1M | Buy |
84,358
+8,165
| +11% | +$1.17M | 0.69% | 45 |
|
|
2020
Q1 | $8.72M | Sell |
76,193
-3,171
| -4% | -$363K | 0.6% | 51 |
|
|
2019
Q4 | $13.1M | Buy |
79,364
+423
| +0.5% | +$70.1K | 0.74% | 42 |
|
|
2019
Q3 | $11.9M | Buy |
78,941
+1,766
| +2% | +$267K | 0.72% | 44 |
|
|
2019
Q2 | $12M | Buy |
77,175
+3,633
| +5% | +$565K | 0.75% | 41 |
|
|
2019
Q1 | $11.3M | Buy |
73,542
+3,194
| +5% | +$489K | 0.72% | 40 |
|
|
2018
Q4 | $9.42M | Buy |
70,348
+2,830
| +4% | +$379K | 0.7% | 41 |
|
|
2018
Q3 | $11.4M | Buy |
67,518
+37
| +0.1% | +$6.24K | 0.72% | 40 |
|
|
2018
Q2 | $11.1M | Buy |
67,481
+3,485
| +5% | +$571K | 0.82% | 32 |
|
|
2018
Q1 | $9.72M | Buy |
63,996
+2,167
| +4% | +$329K | 0.67% | 44 |
|
|
2017
Q4 | $9.43M | Sell |
61,829
-521
| -0.8% | -$79.4K | 0.65% | 52 |
|
|
2017
Q3 | $9.24M | Buy |
62,350
+1,124
| +2% | +$167K | 0.68% | 49 |
|
|
2017
Q2 | $8.63M | Sell |
61,226
-593
| -1% | -$83.6K | 0.67% | 54 |
|
|
2017
Q1 | $8.5M | Sell |
61,819
-7,805
| -11% | -$1.07M | 0.67% | 52 |
|
|
2016
Q4 | $9.39M | Buy |
+69,624
| New | +$9.39M | 0.78% | 43 |
|
|
2015
Q4 | $6.33M | Buy |
+56,219
| New | +$6.33M | 0.66% | 52 |
|
|
2014
Q4 | $6.81M | Buy |
+56,959
| New | +$6.81M | 0.73% | 52 |
|
|
2013
Q4 | $6.37M | Buy |
+55,200
| New | +$6.37M | 0.73% | 50 |
|