Idaho Trust Bank’s iShares Russell 2000 ETF IWM Stock Holding History

Idaho Trust Bank’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$12.7M	Buy
2025 Q2	$10.7M	Buy
2025 Q1	$9.57M	Buy
2024 Q4	$10.5M	Sell
2024 Q3	$11.1M	Buy
2024 Q2	$10.1M	Buy
2024 Q1	–	Sell
2023 Q4	$9.59M	Buy
2023 Q3	$7.05M	Sell
2023 Q2	$7.73M	Buy