Ledyard National Bank’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $345K | Buy |
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|
2025
Q1 | $295K | Hold |
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|
2024
Q4 | $327K | Sell |
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|
2024
Q3 | $340K | Buy |
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|
2024
Q2 | $297K | Sell |
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|
2024
Q1 | $344K | Sell |
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|
2023
Q4 | $336K | Sell |
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|
2023
Q3 | $306K | Buy |
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|
2023
Q2 | $287K | Buy |
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|
2023
Q1 | $267K | Buy |
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|
2022
Q4 | $256K | Hold |
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|
2022
Q3 | $242K | Hold |
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|
2022
Q2 | $249K | Buy |
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|
2022
Q1 | $298K | Sell |
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|
2021
Q4 | $333K | Sell |
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|
2021
Q3 | $330K | Hold |
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|
2021
Q2 | $346K | Hold |
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|
2021
Q1 | $333K | Sell |
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|
2020
Q4 | $310K | Sell |
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|
2020
Q3 | $278K | Sell |
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|
2020
Q2 | $299K | Sell |
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|
2020
Q1 | $287K | Buy |
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|
2019
Q4 | $367K | Sell |
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|
2019
Q3 | $347K | Hold |
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|
2019
Q2 | $356K | Sell |
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|
2019
Q1 | $390K | Buy |
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|
2018
Q4 | $310K | Buy |
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|
2018
Q3 | $369K | Sell |
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|
2018
Q2 | $369K | Sell |
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|
2018
Q1 | $356K | Sell |
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|
2017
Q4 | $478K | Hold |
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|
2017
Q3 | $465K | Buy |
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|
2017
Q2 | $185K | Hold |
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|
2017
Q1 | $181K | Hold |
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|
2016
Q4 | $177K | Hold |
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|
2016
Q3 | $163K | Sell |
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|
2016
Q2 | $156K | Hold |
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|
2016
Q1 | $150K | Hold |
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|
2015
Q4 | $153K | Sell |
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|
2015
Q3 | $163K | Hold |
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|
2015
Q2 | $187K | Buy |
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|
2015
Q1 | $181K | Hold |
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|
2014
Q4 | $174K | Buy |
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|
2014
Q3 | $93K | Hold |
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|
2014
Q2 | $101K | Hold |
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|
2014
Q1 | $98K | Hold |
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|
2013
Q4 | $98K | Buy |
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|
2013
Q3 | $12K | Sell |
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|
2013
Q2 | $510K | Buy |
|