IBOK
Independence Bank of Kentucky’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.01M | Sell |
27,861
-1,145
| -4% | -$247K | 0.85% | 21 |
|
|
2025
Q1 | $5.79M | Sell |
29,006
-307
| -1% | -$61.2K | 0.9% | 21 |
|
|
2024
Q4 | $6.48M | Buy |
29,313
+1,891
| +7% | +$418K | 1% | 17 |
|
|
2024
Q3 | $6.06M | Buy |
27,422
+3,129
| +13% | +$691K | 1.3% | 16 |
|
|
2024
Q2 | $4.93M | Buy |
24,293
+2,486
| +11% | +$504K | 1.31% | 14 |
|
|
2024
Q1 | $4.59M | Buy |
21,807
+388
| +2% | +$81.6K | 1.37% | 14 |
|
|
2023
Q4 | $4.3M | Sell |
21,419
-249
| -1% | -$50K | 1.51% | 12 |
|
|
2023
Q3 | $3.83M | Sell |
21,668
-71
| -0.3% | -$12.5K | 1.62% | 11 |
|
|
2023
Q2 | $4.07M | Buy |
21,739
+1,487
| +7% | +$278K | 1.65% | 11 |
|
|
2023
Q1 | $3.61M | Buy |
20,252
+48
| +0.2% | +$8.56K | 1.57% | 11 |
|
|
2022
Q4 | $3.52M | Buy |
20,204
+840
| +4% | +$146K | 1.58% | 12 |
|
|
2022
Q3 | $3.19M | Buy |
19,364
+194
| +1% | +$32K | 1.57% | 11 |
|
|
2022
Q2 | $3.25M | Buy |
19,170
+1,109
| +6% | +$188K | 1.45% | 12 |
|
|
2022
Q1 | $3.71M | Buy |
18,061
+1,821
| +11% | +$374K | 1.47% | 15 |
|
|
2021
Q4 | $3.61M | Buy |
16,240
+800
| +5% | +$178K | 1.48% | 13 |
|
|
2021
Q3 | $3.38M | Buy |
15,440
+2,501
| +19% | +$547K | 1.46% | 16 |
|
|
2021
Q2 | $2.97M | Buy |
12,939
+1,602
| +14% | +$367K | 1.31% | 20 |
|
|
2021
Q1 | $2.51M | Buy |
11,337
+2,087
| +23% | +$461K | 1.22% | 21 |
|
|
2020
Q4 | $1.81M | Sell |
9,250
-180
| -2% | -$35.3K | 0.94% | 31 |
|
|
2020
Q3 | $1.41M | Buy |
9,430
+2,670
| +39% | +$400K | 0.8% | 37 |
|
|
2020
Q2 | $968K | Buy |
6,760
+1,585
| +31% | +$227K | 0.63% | 55 |
|
|
2020
Q1 | $592K | Sell |
5,175
-909
| -15% | -$104K | 0.46% | 64 |
|
|
2019
Q4 | $1.01M | Buy |
6,084
+480
| +9% | +$79.5K | 0.65% | 44 |
|
|
2019
Q3 | $848K | Buy |
5,604
+1,785
| +47% | +$270K | 0.6% | 48 |
|
|
2019
Q2 | $594K | Buy |
3,819
+615
| +19% | +$95.7K | 0.46% | 61 |
|
|
2019
Q1 | $491K | Buy |
3,204
+1,620
| +102% | +$248K | 0.4% | 65 |
|
|
2018
Q4 | $212K | Sell |
1,584
-449
| -22% | -$60.1K | 0.19% | 98 |
|
|
2018
Q3 | $343K | Buy |
2,033
+1,831
| +906% | +$309K | 0.27% | 81 |
|
|
2018
Q2 | $33K | Hold |
202
| – | – | 0.03% | 188 |
|
|
2018
Q1 | $31K | Sell |
202
-50
| -20% | -$7.67K | 0.03% | 193 |
|
|
2017
Q4 | $38K | Buy |
+252
| New | +$38K | 0.03% | 183 |
|