Hills 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-800
| Closed | -$150K | – | 272 |
|
|
2023
Q2 | $150K | Sell |
800
-73
| -8% | -$13.7K | 0.02% | 222 |
|
|
2023
Q1 | $156K | Buy |
873
+60
| +7% | +$10.7K | 0.02% | 223 |
|
|
2022
Q4 | $142K | Sell |
813
-100
| -11% | -$17.5K | 0.02% | 229 |
|
|
2022
Q3 | $151K | Sell |
913
-87
| -9% | -$14.4K | 0.02% | 213 |
|
|
2022
Q2 | $169K | Sell |
1,000
-1
| -0.1% | -$169 | 0.03% | 206 |
|
|
2022
Q1 | $205K | Hold |
1,001
| – | – | 0.03% | 199 |
|
|
2021
Q4 | $223K | Buy |
1,001
+23
| +2% | +$5.12K | 0.03% | 201 |
|
|
2021
Q3 | $214K | Hold |
978
| – | – | 0.03% | 195 |
|
|
2021
Q2 | $224K | Hold |
978
| – | – | 0.03% | 189 |
|
|
2021
Q1 | $216K | Buy |
+978
| New | +$216K | 0.04% | 186 |
|