Pioneer Trust Bank’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 | $666K | Hold |
3,085
| – | – | 0.17% | 51 |
|
2025
Q1 | $615K | Hold |
3,085
| – | – | 0.16% | 52 |
|
2024
Q4 | $682K | Hold |
3,085
| – | – | 0.17% | 52 |
|
2024
Q3 | $681K | Hold |
3,085
| – | – | 0.17% | 52 |
|
2024
Q2 | $626K | Sell |
3,085
-28
| -0.9% | -$5.68K | 0.17% | 51 |
|
2024
Q1 | $655K | Buy |
3,113
+28
| +0.9% | +$5.89K | 0.18% | 50 |
|
2023
Q4 | $619K | Hold |
3,085
| – | – | 0.18% | 51 |
|
2023
Q3 | $545K | Sell |
3,085
-3
| -0.1% | -$530 | 0.18% | 53 |
|
2023
Q2 | $578K | Buy |
3,088
+3
| +0.1% | +$562 | 0.17% | 53 |
|
2023
Q1 | $550K | Hold |
3,085
| – | – | 0.16% | 55 |
|
2022
Q4 | $538K | Sell |
3,085
-227
| -7% | -$39.6K | 0.16% | 55 |
|
2022
Q3 | $546K | Hold |
3,312
| – | – | 0.19% | 52 |
|
2022
Q2 | $561K | Hold |
3,312
| – | – | 0.18% | 53 |
|
2022
Q1 | $680K | Hold |
3,312
| – | – | 0.19% | 52 |
|
2021
Q4 | $737K | Hold |
3,312
| – | – | 0.19% | 50 |
|
2021
Q3 | $725K | Buy |
3,312
+227
| +7% | +$49.7K | 0.21% | 47 |
|
2021
Q2 | $708K | Hold |
3,085
| – | – | 0.2% | 49 |
|
2021
Q1 | $682K | Hold |
3,085
| – | – | 0.19% | 51 |
|
2020
Q4 | $605K | Hold |
3,085
| – | – | 0.18% | 51 |
|
2020
Q3 | $462K | Hold |
3,085
| – | – | 0.16% | 52 |
|
2020
Q2 | $442K | Sell |
3,085
-29
| -0.9% | -$4.16K | 0.17% | 51 |
|
2020
Q1 | $356K | Buy |
3,114
+29
| +0.9% | +$3.32K | 0.16% | 54 |
|
2019
Q4 | $511K | Hold |
3,085
| – | – | 0.19% | 54 |
|
2019
Q3 | $467K | Hold |
3,085
| – | – | 0.19% | 57 |
|
2019
Q2 | $480K | Hold |
3,085
| – | – | 0.2% | 59 |
|
2019
Q1 | $472K | Hold |
3,085
| – | – | 0.2% | 58 |
|
2018
Q4 | $413K | Hold |
3,085
| – | – | 0.2% | 58 |
|
2018
Q3 | $520K | Hold |
3,085
| – | – | 0.23% | 57 |
|
2018
Q2 | $505K | Hold |
3,085
| – | – | 0.24% | 53 |
|
2018
Q1 | $468K | Hold |
3,085
| – | – | 0.24% | 56 |
|
2017
Q4 | $470K | Hold |
3,085
| – | – | 0.23% | 56 |
|
2017
Q3 | $457K | Hold |
3,085
| – | – | 0.24% | 57 |
|
2017
Q2 | $435K | Hold |
3,085
| – | – | 0.24% | 55 |
|
2017
Q1 | $424K | Hold |
3,085
| – | – | 0.24% | 55 |
|
2016
Q4 | $416K | Hold |
3,085
| – | – | 0.25% | 53 |
|
2016
Q3 | $383K | Hold |
3,085
| – | – | 0.23% | 55 |
|
2016
Q2 | $355K | Hold |
3,085
| – | – | 0.22% | 61 |
|
2016
Q1 | $341K | Hold |
3,085
| – | – | 0.21% | 58 |
|
2015
Q4 | $347K | Hold |
3,085
| – | – | 0.23% | 58 |
|
2015
Q3 | $337K | Hold |
3,085
| – | – | 0.23% | 57 |
|
2015
Q2 | $385K | Sell |
3,085
-500
| -14% | -$62.4K | 0.25% | 55 |
|
2015
Q1 | $446K | Buy |
+3,585
| New | +$446K | 0.29% | 54 |
|