Trust Company of Kansas’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,998
| Closed | -$871K | – | 50 |
|
|
2022
Q4 | $871K | Buy |
+4,998
| New | +$871K | 0.56% | 25 |
|
|
2022
Q1 | – | Sell |
-15,691
| Closed | -$3.49M | – | 70 |
|
|
2021
Q4 | $3.49M | Buy |
+15,691
| New | +$3.49M | 1.85% | 23 |
|
|
2020
Q2 | – | Sell |
-7,700
| Closed | -$881K | – | 52 |
|
|
2020
Q1 | $881K | Buy |
7,700
+3,640
| +90% | +$416K | 0.52% | 29 |
|
|
2019
Q4 | $673K | Buy |
+4,060
| New | +$673K | 0.39% | 27 |
|