Security National Trust’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
2021 Q3	$344K	Hold	1,500	–	–	0.08%	128
2021 Q2	$344K	Hold	1,500	–	–	0.08%	133
2021 Q1	$332K	Hold	1,500	–	–	0.08%	131
2020 Q4	$294K	Hold	1,500	–	–	0.07%	133
2020 Q3	$225K	Buy	1,500 +303	+25%	+$45.5K	0.06%	145
2020 Q2	$171K	Hold	1,197	–	–	0.05%	164
2020 Q1	$137K	Hold	1,197	–	–	0.05%	167
2019 Q4	$198K	Hold	1,197	–	–	0.06%	157
2019 Q3	$181K	Hold	1,197	–	–	0.06%	159
2019 Q2	$186K	Hold	1,197	–	–	0.06%	161
2019 Q1	$183K	Hold	1,197	–	–	0.06%	159
2018 Q4	$160K	Hold	1,197	–	–	0.06%	161
2018 Q3	$201K	Hold	1,197	–	–	0.06%	157
2018 Q2	$196K	Hold	1,197	–	–	0.07%	160
2018 Q1	$182K	Hold	1,197	–	–	0.06%	166
2017 Q4	$183K	Hold	1,197	–	–	0.06%	171
2017 Q3	$177K	Hold	1,197	–	–	0.06%	175
2017 Q2	$169K	Hold	1,197	–	–	0.06%	179
2017 Q1	$165K	Hold	1,197	–	–	0.06%	179
2016 Q4	$162K	Hold	1,197	–	–	0.06%	181
2016 Q3	$149K	Hold	1,197	–	–	0.05%	189
2016 Q2	$138K	Buy	1,197 +175	+17%	+$20.2K	0.05%	195
2016 Q1	$113K	Hold	1,022	–	–	0.04%	209
2015 Q4	$115K	Hold	1,022	–	–	0.05%	202
2015 Q3	$112K	Hold	1,022	–	–	0.04%	206
2015 Q2	$128K	Hold	1,022	–	–	0.05%	206
2015 Q1	$127K	Buy	1,022 +652	+176%	+$81K	0.05%	211
2014 Q4	$44K	Hold	370	–	–	0.02%	287
2014 Q3	$40K	Hold	370	–	–	0.02%	293
2014 Q2	$44K	Hold	370	–	–	0.02%	290
2014 Q1	$43K	Hold	370	–	–	0.02%	294
2013 Q4	$43K	Hold	370	–	–	0.02%	287
2013 Q3	$39K	Hold	370	–	–	0.02%	283
2013 Q2	$36K	Buy	+370	New	+$36K	0.02%	280