JTC Employer Solutions Trustee’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 | $81K | Hold |
375
| – | – | 0.01% | 208 |
|
|
2025
Q1 | $75K | Buy |
+375
| New | +$75K | 0.01% | 214 |
|
|
2023
Q3 | – | Sell |
-210
| Closed | -$39K | – | 362 |
|
|
2023
Q2 | $39K | Hold |
210
| – | – | ﹤0.01% | 275 |
|
|
2023
Q1 | $37K | Hold |
210
| – | – | ﹤0.01% | 286 |
|
|
2022
Q4 | $37K | Hold |
210
| – | – | ﹤0.01% | 292 |
|
|
2022
Q3 | $35K | Buy |
+210
| New | +$35K | 0.01% | 238 |
|