Hickory Point Bank & 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
$1.14M Buy
5,286
+282
+6% +$60.9K 0.92% 22
2025
Q1
$998K Buy
5,004
+426
+9% +$85K 0.88% 21
2024
Q4
$1.01M Buy
+4,578
New +$1.01M 0.9% 20