Trust Company of Vermont’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $1.33M | Buy |
5,392
+3,580
| +198% | +$880K | 0.06% | 180 |
|
|
2025
Q3 | $438K | Sell |
1,812
-50
| -3% | -$11.5K | 0.02% | 270 |
|
|
2025
Q2 | $402K | Hold |
1,862
| – | – | 0.02% | 276 |
|
|
2025
Q1 | $371K | Sell |
1,862
-136
| -7% | -$29.5K | 0.02% | 278 |
|
|
2024
Q4 | $441K | Buy |
1,998
+98
| +5% | +$22.3K | 0.02% | 261 |
|
|
2024
Q3 | $420K | Hold |
1,900
| – | – | 0.02% | 249 |
|
|
2024
Q2 | $385K | Buy |
1,900
+210
| +12% | +$42.4K | 0.02% | 248 |
|
|
2024
Q1 | $355K | Buy |
1,690
+421
| +33% | +$84K | 0.02% | 259 |
|
|
2023
Q4 | $255K | Sell |
1,269
-357
| -22% | -$64K | 0.02% | 260 |
|
|
2023
Q3 | $287K | Sell |
1,626
-207
| -11% | -$38.9K | 0.02% | 265 |
|
|
2023
Q2 | $343K | Buy |
1,833
+27
| +1% | +$4.81K | 0.02% | 255 |
|
|
2023
Q1 | $322K | Buy |
1,806
+465
| +35% | +$85.6K | 0.02% | 264 |
|
|
2022
Q4 | $234K | Sell |
1,341
-14
| -1% | -$2.49K | 0.02% | 285 |
|
|
2022
Q3 | $223K | Sell |
1,355
-4
| -0.3% | -$730 | 0.02% | 283 |
|
|
2022
Q2 | $230K | Hold |
1,359
| – | – | 0.02% | 284 |
|
|
2022
Q1 | $279K | Buy |
1,359
+232
| +21% | +$47.3K | 0.02% | 273 |
|
|
2021
Q4 | $251K | Hold |
1,127
| – | – | 0.02% | 294 |
|
|
2021
Q3 | $247K | Buy |
1,127
+50
| +5% | +$11.1K | 0.02% | 285 |
|
|
2021
Q2 | $247K | Sell |
1,077
-30
| -3% | -$6.75K | 0.02% | 291 |
|
|
2021
Q1 | $245K | Hold |
1,107
| – | – | 0.02% | 280 |
|
|
2020
Q4 | $217K | Buy |
1,107
+202
| +22% | +$35.3K | 0.02% | 282 |
|
|
2020
Q3 | $136K | Sell |
905
-767
| -46% | -$115K | 0.01% | 323 |
|
|
2020
Q2 | $239K | Sell |
1,672
-1,852
| -53% | -$243K | 0.02% | 251 |
|
|
2020
Q1 | $403K | Buy |
3,524
+1,571
| +80% | +$234K | 0.04% | 213 |
|
|
2019
Q4 | $324K | Buy |
1,953
+667
| +52% | +$105K | 0.02% | 262 |
|
|
2019
Q3 | $195K | Sell |
1,286
-150
| -10% | -$22.9K | 0.02% | 320 |
|
|
2019
Q2 | $223K | Hold |
1,436
| – | – | 0.02% | 302 |
|
|
2019
Q1 | $220K | Buy |
1,436
+57
| +4% | +$8.57K | 0.02% | 296 |
|
|
2018
Q4 | $185K | Sell |
1,379
-93
| -6% | -$13.9K | 0.02% | 306 |
|
|
2018
Q3 | $248K | Buy |
1,472
+215
| +17% | +$36.3K | 0.02% | 292 |
|
|
2018
Q2 | $206K | Sell |
1,257
-768
| -38% | -$123K | 0.02% | 316 |
|
|
2018
Q1 | $307K | Buy |
2,025
+150
| +8% | +$23.2K | 0.03% | 266 |
|
|
2017
Q4 | $286K | Hold |
1,875
| – | – | 0.03% | 279 |
|
|
2017
Q3 | $278K | Sell |
1,875
-551
| -23% | -$77.5K | 0.03% | 282 |
|
|
2017
Q2 | $342K | Buy |
2,426
+538
| +28% | +$74.5K | 0.04% | 254 |
|
|
2017
Q1 | $260K | Buy |
1,888
+107
| +6% | +$14.6K | 0.03% | 283 |
|
|
2016
Q4 | $240K | Sell |
1,781
-105
| -6% | -$13.4K | 0.03% | 297 |
|
|
2016
Q3 | $234K | Buy |
1,886
+145
| +8% | +$17.6K | 0.03% | 257 |
|
|
2016
Q2 | $200K | Buy |
1,741
+523
| +43% | +$59K | 0.03% | 257 |
|
|
2016
Q1 | $135K | Sell |
1,218
-110
| -8% | -$11.4K | 0.02% | 283 |
|
|
2015
Q4 | $149K | Hold |
1,328
| – | – | 0.02% | 271 |
|
|
2015
Q3 | $145K | Sell |
1,328
-125
| -9% | -$14.8K | 0.02% | 268 |
|
|
2015
Q2 | $182K | Sell |
1,453
-23
| -2% | -$2.87K | 0.03% | 241 |
|
|
2015
Q1 | $184K | Sell |
1,476
-61
| -4% | -$7.35K | 0.03% | 240 |
|
|
2014
Q4 | $184K | Buy |
1,537
+113
| +8% | +$12.9K | 0.03% | 240 |
|
|
2014
Q3 | $156K | Sell |
1,424
-129
| -8% | -$14.8K | 0.02% | 250 |
|
|
2014
Q2 | $184K | Sell |
1,553
-21
| -1% | -$2.38K | 0.03% | 225 |
|
|
2014
Q1 | $183K | Hold |
1,574
| – | – | 0.03% | 224 |
|
|
2013
Q4 | $182K | Buy |
1,574
+768
| +95% | +$84.8K | 0.03% | 229 |
|
|
2013
Q3 | $86K | Hold |
806
| – | – | 0.02% | 286 |
|
|
2013
Q2 | $79K | Buy |
+806
| New | +$77K | 0.02% | 287 |
|
Other funds holding IWM
Trust Company of Vermont's IWM Position: Q4 2025 in Review
Trust Company of Vermont increased its iShares Russell 2000 ETF (IWM) stake by 198% in Q4 2025, buying an estimated $880K and bringing the position to 5,392 shares worth $1.33M. The position accounts for 0.06% of the portfolio, ranked #180.
Trust Company of Vermont first reported a position in IWM in Q2 2013 and has held it in 51 quarters since. 2,592 funds tracked by Wall St. Rank hold IWM as of Q4 2025.
- Trust Company of Vermont held 5,392 shares of iShares Russell 2000 ETF worth $1.33M as of Q4 2025.
- Trust Company of Vermont bought 3,580 iShares Russell 2000 ETF shares in Q4 2025, an estimated $880K.
- iShares Russell 2000 ETF made up 0.06% of Trust Company of Vermont's portfolio in Q4 2025, its #180 holding.
- Trust Company of Vermont first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 51 quarters since.
- 2,592 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.
Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.