Indiana Trust & Investment Management’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 | $1.93M | Sell |
8,942
-273
| -3% | -$58.9K | 0.64% | 29 |
|
|
2025
Q1 | $1.84M | Sell |
9,215
-20
| -0.2% | -$3.99K | 0.67% | 29 |
|
|
2024
Q4 | $2.04M | Hold |
9,235
| – | – | 0.69% | 25 |
|
|
2024
Q3 | $2.04M | Hold |
9,235
| – | – | 0.7% | 29 |
|
|
2024
Q2 | $1.87M | Buy |
9,235
+1,809
| +24% | +$367K | 0.69% | 26 |
|
|
2024
Q1 | $1.56M | Hold |
7,426
| – | – | 0.63% | 36 |
|
|
2023
Q4 | $1.49M | Hold |
7,426
| – | – | 0.67% | 38 |
|
|
2023
Q3 | $1.31M | Buy |
+7,426
| New | +$1.31M | 0.66% | 40 |
|