Private 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 | $5.43M | Buy |
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|
2025
Q2 | $4.57M | Sell |
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|
2025
Q1 | $4.27M | Sell |
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|
2024
Q4 | $4.98M | Sell |
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|
2024
Q3 | $5.2M | Buy |
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|
2024
Q2 | $4.28M | Sell |
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|
2024
Q1 | $4.47M | Buy |
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|
2023
Q4 | $3.85M | Sell |
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|
2023
Q3 | $3.49M | Buy |
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|
2023
Q2 | $3.58M | Sell |
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|
2023
Q1 | $3.48M | Buy |
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|
2022
Q4 | $3.01M | Sell |
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|
2022
Q3 | $3.21M | Sell |
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|
2022
Q2 | $3.77M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $685K | Sell |
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|
2014
Q2 | $777K | Sell |
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|
2014
Q1 | $1.03M | Buy |
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|
2013
Q4 | $721K | Sell |
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|
2013
Q3 | $714K | Buy |
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|
2013
Q2 | $348K | Buy |
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