Greenfield Savings 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 | $265K | Hold |
1,228
| – | – | 0.12% | 135 |
|
|
2025
Q1 | $245K | Sell |
1,228
-107
| -8% | -$21.3K | 0.12% | 133 |
|
|
2024
Q4 | $295K | Hold |
1,335
| – | – | 0.14% | 125 |
|
|
2024
Q3 | $295K | Sell |
1,335
-42
| -3% | -$9.28K | 0.14% | 126 |
|
|
2024
Q2 | $279K | Buy |
1,377
+368
| +36% | +$74.7K | 0.14% | 125 |
|
|
2024
Q1 | $212K | Sell |
1,009
-60
| -6% | -$12.6K | 0.11% | 145 |
|
|
2023
Q4 | $215K | Buy |
+1,069
| New | +$215K | 0.12% | 138 |
|
|
2023
Q3 | – | Sell |
-1,089
| Closed | -$204K | – | 147 |
|
|
2023
Q2 | $204K | Buy |
+1,089
| New | +$204K | 0.14% | 131 |
|