Missouri Trust & Investment Company’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 | $747K | Hold |
3,462
| – | – | 0.24% | 76 |
|
|
2025
Q1 | $691K | Sell |
3,462
-144
| -4% | -$28.7K | 0.24% | 78 |
|
|
2024
Q4 | $797K | Buy |
3,606
+44
| +1% | +$9.72K | 0.28% | 73 |
|
|
2024
Q3 | $787K | Hold |
3,562
| – | – | 0.27% | 74 |
|
|
2024
Q2 | $723K | Sell |
3,562
-1,250
| -26% | -$254K | 0.27% | 73 |
|
|
2024
Q1 | $1.01M | Buy |
4,812
+160
| +3% | +$33.6K | 0.39% | 58 |
|
|
2023
Q4 | $934K | Sell |
4,652
-425
| -8% | -$85.3K | 0.38% | 58 |
|
|
2023
Q3 | $897K | Buy |
5,077
+275
| +6% | +$48.6K | 0.4% | 53 |
|
|
2023
Q2 | $899K | Hold |
4,802
| – | – | 0.51% | 49 |
|
|
2023
Q1 | $857K | Sell |
4,802
-262
| -5% | -$46.7K | 0.55% | 45 |
|
|
2022
Q4 | $883K | Buy |
5,064
+62
| +1% | +$10.8K | 0.53% | 45 |
|
|
2022
Q3 | $825K | Hold |
5,002
| – | – | 0.54% | 43 |
|
|
2022
Q2 | $847K | Hold |
5,002
| – | – | 0.55% | 42 |
|
|
2022
Q1 | $1.03M | Buy |
5,002
+200
| +4% | +$41.1K | 0.6% | 40 |
|
|
2021
Q4 | $1.07M | Buy |
+4,802
| New | +$1.07M | 0.62% | 39 |
|