ISB
Iowa State Bank’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $667K | Hold |
3,090
| – | – | 0.13% | 95 |
|
|
2025
Q1 | $616K | Buy |
+3,090
| New | +$616K | 0.13% | 94 |
|
|
2023
Q1 | – | Sell |
-1,215
| Closed | -$212K | – | 115 |
|
|
2022
Q4 | $212K | Sell |
1,215
-414
| -25% | -$72.2K | 0.05% | 111 |
|
|
2022
Q3 | $269K | Sell |
1,629
-33
| -2% | -$5.45K | 0.08% | 100 |
|
|
2022
Q2 | $281K | Sell |
1,662
-41
| -2% | -$6.93K | 0.07% | 98 |
|
|
2022
Q1 | $350K | Sell |
1,703
-94
| -5% | -$19.3K | 0.08% | 98 |
|
|
2021
Q4 | $400K | Hold |
1,797
| – | – | 0.09% | 100 |
|
|
2021
Q3 | $393K | Sell |
1,797
-306
| -15% | -$66.9K | 0.11% | 102 |
|
|
2021
Q2 | $482K | Buy |
2,103
+163
| +8% | +$37.4K | 0.14% | 96 |
|
|
2021
Q1 | $429K | Sell |
1,940
-171
| -8% | -$37.8K | 0.13% | 97 |
|
|
2020
Q4 | $414K | Sell |
2,111
-94
| -4% | -$18.4K | 0.14% | 90 |
|
|
2020
Q3 | $330K | Hold |
2,205
| – | – | 0.13% | 95 |
|
|
2020
Q2 | $316K | Hold |
2,205
| – | – | 0.14% | 89 |
|
|
2020
Q1 | $252K | Sell |
2,205
-76
| -3% | -$8.69K | 0.12% | 109 |
|
|
2019
Q4 | $378K | Buy |
2,281
+251
| +12% | +$41.6K | 0.13% | 102 |
|
|
2019
Q3 | $307K | Hold |
2,030
| – | – | 0.12% | 113 |
|
|
2019
Q2 | $316K | Hold |
2,030
| – | – | 0.14% | 91 |
|
|
2019
Q1 | $311K | Sell |
2,030
-50
| -2% | -$7.66K | 0.14% | 90 |
|
|
2018
Q4 | $279K | Hold |
2,080
| – | – | 0.14% | 86 |
|
|
2018
Q3 | $351K | Hold |
2,080
| – | – | 0.16% | 83 |
|
|
2018
Q2 | $341K | Hold |
2,080
| – | – | 0.16% | 83 |
|
|
2018
Q1 | $316K | Hold |
2,080
| – | – | 0.15% | 84 |
|
|
2017
Q4 | $317K | Hold |
2,080
| – | – | 0.14% | 84 |
|
|
2017
Q3 | $308K | Hold |
2,080
| – | – | 0.15% | 79 |
|
|
2017
Q2 | $293K | Hold |
2,080
| – | – | 0.14% | 79 |
|
|
2017
Q1 | $286K | Sell |
2,080
-115
| -5% | -$15.8K | 0.14% | 75 |
|
|
2016
Q4 | $296K | Hold |
2,195
| – | – | 0.15% | 75 |
|
|
2016
Q3 | $273K | Hold |
2,195
| – | – | 0.15% | 75 |
|
|
2016
Q2 | $252K | Sell |
2,195
-215
| -9% | -$24.7K | 0.14% | 79 |
|
|
2016
Q1 | $267K | Buy |
2,410
+430
| +22% | +$47.6K | 0.15% | 77 |
|
|
2015
Q4 | $223K | Hold |
1,980
| – | – | 0.13% | 75 |
|
|
2015
Q3 | $216K | Hold |
1,980
| – | – | 0.15% | 75 |
|
|
2015
Q2 | $247K | Buy |
+1,980
| New | +$247K | 0.16% | 70 |
|