Old North State Trust’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
Q3 | $1.27M | Buy |
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|
2025
Q2 | $1.05M | Sell |
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|
2025
Q1 | $2.17M | Hold |
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|
2024
Q4 | $2.17M | Buy |
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|
2024
Q3 | $1.73M | Buy |
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|
2024
Q2 | $1.58M | Sell |
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|
2024
Q1 | $1.65M | Buy |
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|
2023
Q3 | $1.25M | Sell |
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|
2023
Q2 | $1.33M | Buy |
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|
2023
Q1 | $1.21M | Buy |
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|
2022
Q4 | $1.17M | Sell |
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|
2022
Q3 | $1.12M | Buy |
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|
2022
Q2 | $1.11K | Buy |
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|
2022
Q1 | $1.24K | Sell |
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|
2021
Q4 | $1.34M | Hold |
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|
2021
Q3 | $1.32M | Buy |
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|
2021
Q2 | $1.34M | Hold |
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|
2021
Q1 | $1.29M | Hold |
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|
2020
Q4 | $1.15M | Sell |
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|
2020
Q3 | $939K | Sell |
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|
2020
Q2 | $897K | Buy |
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|
2020
Q1 | $717K | Buy |
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|
2019
Q4 | $907K | Sell |
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|
2019
Q3 | $892K | Sell |
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|
2019
Q2 | $946K | Buy |
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|
2019
Q1 | $931K | Sell |
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|
2018
Q4 | $816K | Buy |
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|
2018
Q3 | $1.01M | Buy |
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