Security National 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $344K | Hold |
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|
2021
Q2 | $344K | Hold |
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|
2021
Q1 | $332K | Hold |
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|
2020
Q4 | $294K | Hold |
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|
2020
Q3 | $225K | Buy |
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|
2020
Q2 | $171K | Hold |
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|
2020
Q1 | $137K | Hold |
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|
2019
Q4 | $198K | Hold |
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|
2019
Q3 | $181K | Hold |
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|
2019
Q2 | $186K | Hold |
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|
2019
Q1 | $183K | Hold |
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|
2018
Q4 | $160K | Hold |
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|
2018
Q3 | $201K | Hold |
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|
2018
Q2 | $196K | Hold |
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|
2018
Q1 | $182K | Hold |
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|
2017
Q4 | $183K | Hold |
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|
2017
Q3 | $177K | Hold |
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|
2017
Q2 | $169K | Hold |
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|
2017
Q1 | $165K | Hold |
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|
2016
Q4 | $162K | Hold |
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|
2016
Q3 | $149K | Hold |
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|
2016
Q2 | $138K | Buy |
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|
2016
Q1 | $113K | Hold |
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|
2015
Q4 | $115K | Hold |
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|
2015
Q3 | $112K | Hold |
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|
2015
Q2 | $128K | Hold |
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|
2015
Q1 | $127K | Buy |
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|
2014
Q4 | $44K | Hold |
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|
2014
Q3 | $40K | Hold |
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|
2014
Q2 | $44K | Hold |
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|
2014
Q1 | $43K | Hold |
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|
2013
Q4 | $43K | Hold |
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|
2013
Q3 | $39K | Hold |
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|
2013
Q2 | $36K | Buy |
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