Idaho Trust 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 | $10.7M | Buy |
49,644
+1,673
| +3% | +$361K | 3.83% | 5 |
|
|
2025
Q1 | $9.57M | Buy |
47,971
+300
| +0.6% | +$59.8K | 3.9% | 5 |
|
|
2024
Q4 | $10.5M | Sell |
47,671
-2,732
| -5% | -$604K | 5.31% | 3 |
|
|
2024
Q3 | $11.1M | Buy |
50,403
+751
| +2% | +$166K | 5.37% | 2 |
|
|
2024
Q2 | $10.1M | Buy |
+49,652
| New | +$10.1M | 5.15% | 2 |
|
|
2024
Q1 | – | Sell |
-47,779
| Closed | -$9.59M | – | 133 |
|
|
2023
Q4 | $9.59M | Buy |
47,779
+7,874
| +20% | +$1.58M | 5.56% | 2 |
|
|
2023
Q3 | $7.05M | Sell |
39,905
-1,375
| -3% | -$243K | 4.59% | 4 |
|
|
2023
Q2 | $7.73M | Buy |
+41,280
| New | +$7.73M | 4.86% | 4 |
|