Trust Company of the South’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-16,366
| Closed | -$3.62M | – | 128 |
|
|
2024
Q4 | $3.62M | Buy |
16,366
+192
| +1% | +$42.4K | 0.74% | 22 |
|
|
2024
Q3 | $3.57M | Buy |
16,174
+85
| +0.5% | +$18.8K | 0.76% | 20 |
|
|
2024
Q2 | $3.26M | Hold |
16,089
| – | – | 0.77% | 19 |
|
|
2024
Q1 | $3.38M | Hold |
16,089
| – | – | 0.78% | 18 |
|
|
2023
Q4 | $3.23M | Buy |
+16,089
| New | +$3.23M | 0.85% | 18 |
|