National Philanthropic 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
2026
Q1
$81M Buy
2025
Q4
$77.4M Buy
2025
Q3
$64.5M Sell
2025
Q2
$62.1M Buy
2025
Q1
$54.3M Sell
2024
Q4
$60.7M Buy
2024
Q3
$52.4M Buy
2024
Q2
$47.7M Buy
2024
Q1
$47M Buy