Perkins Coie Trust Company’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 | $751K | Hold |
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|
2025
Q2 | $670K | Sell |
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|
2025
Q1 | $3.76M | Sell |
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|
2024
Q4 | $5.24M | Buy |
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|
2024
Q3 | $4.01M | Sell |
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|
2024
Q2 | $4.4M | Buy |
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|
2024
Q1 | $4.56M | Sell |
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|
2023
Q4 | $4.46M | Buy |
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|
2023
Q3 | $2.45M | Buy |
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|
2023
Q2 | $2.57M | Sell |
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|
2023
Q1 | $2.64M | Buy |
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|
2022
Q4 | $2.3M | Buy |
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|
2022
Q3 | $251K | Hold |
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|
2022
Q2 | $257K | Sell |
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|
2022
Q1 | $324K | Buy |
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|
2021
Q4 | $338K | Hold |
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|
2021
Q3 | $333K | Hold |
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|
2021
Q2 | $349K | Hold |
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|
2021
Q1 | $336K | Hold |
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|
2020
Q4 | $298K | Hold |
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|
2020
Q3 | $228K | Hold |
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|
2020
Q2 | $218K | Hold |
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|
2020
Q1 | $174K | Hold |
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|
2019
Q4 | $252K | Sell |
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|
2019
Q3 | $253K | Hold |
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|
2019
Q2 | $260K | Sell |
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|
2019
Q1 | $296K | Sell |
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|
2018
Q4 | $852K | Buy |
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|
2018
Q3 | $525K | Hold |
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|
2018
Q2 | $510K | Hold |
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|
2018
Q1 | $472K | Hold |
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|
2017
Q4 | $474K | Hold |
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|
2017
Q3 | $461K | Hold |
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|
2017
Q2 | $439K | Buy |
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|
2017
Q1 | $114K | Hold |
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|
2016
Q4 | $111K | Hold |
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|
2016
Q3 | $103K | Hold |
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|
2016
Q2 | $95K | Hold |
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|
2016
Q1 | $91K | Hold |
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|
2015
Q4 | $93K | Hold |
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|
2015
Q3 | $90K | Hold |
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|
2015
Q2 | $103K | Buy |
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|
2015
Q1 | $95K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $34K | Buy |
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|
2014
Q2 | $19K | Hold |
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|
2014
Q1 | $19K | Buy |
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