Trust Company of Vermont’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Buy |
687
+144
| +27% | +$48.9K | 0.01% | 330 |
|
|
2025
Q1 | $167K | Buy |
543
+17
| +3% | +$5.22K | 0.01% | 359 |
|
|
2024
Q4 | $169K | Hold |
526
| – | – | 0.01% | 363 |
|
|
2024
Q3 | $165K | Hold |
526
| – | – | 0.01% | 354 |
|
|
2024
Q2 | $157K | Sell |
526
-3
| -0.6% | -$893 | 0.01% | 346 |
|
|
2024
Q1 | $152K | Buy |
+529
| New | +$152K | 0.01% | 345 |
|