Trust Company of Vermont’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
Q2 | $402K | Hold |
1,862
| – | – | 0.02% | 276 |
|
|
2025
Q1 | $371K | Sell |
1,862
-136
| -7% | -$27.1K | 0.02% | 278 |
|
|
2024
Q4 | $441K | Buy |
1,998
+98
| +5% | +$21.7K | 0.02% | 261 |
|
|
2024
Q3 | $420K | Hold |
1,900
| – | – | 0.02% | 249 |
|
|
2024
Q2 | $385K | Buy |
1,900
+210
| +12% | +$42.6K | 0.02% | 248 |
|
|
2024
Q1 | $355K | Buy |
1,690
+421
| +33% | +$88.5K | 0.02% | 259 |
|
|
2023
Q4 | $255K | Sell |
1,269
-357
| -22% | -$71.7K | 0.02% | 260 |
|
|
2023
Q3 | $287K | Sell |
1,626
-207
| -11% | -$36.6K | 0.02% | 265 |
|
|
2023
Q2 | $343K | Buy |
1,833
+27
| +1% | +$5.06K | 0.02% | 255 |
|
|
2023
Q1 | $322K | Buy |
1,806
+465
| +35% | +$83K | 0.02% | 264 |
|
|
2022
Q4 | $234K | Sell |
1,341
-14
| -1% | -$2.44K | 0.02% | 285 |
|
|
2022
Q3 | $223K | Sell |
1,355
-4
| -0.3% | -$658 | 0.02% | 283 |
|
|
2022
Q2 | $230K | Hold |
1,359
| – | – | 0.02% | 284 |
|
|
2022
Q1 | $279K | Buy |
1,359
+232
| +21% | +$47.6K | 0.02% | 273 |
|
|
2021
Q4 | $251K | Hold |
1,127
| – | – | 0.02% | 294 |
|
|
2021
Q3 | $247K | Buy |
1,127
+50
| +5% | +$11K | 0.02% | 285 |
|
|
2021
Q2 | $247K | Sell |
1,077
-30
| -3% | -$6.88K | 0.02% | 291 |
|
|
2021
Q1 | $245K | Hold |
1,107
| – | – | 0.02% | 280 |
|
|
2020
Q4 | $217K | Buy |
1,107
+202
| +22% | +$39.6K | 0.02% | 282 |
|
|
2020
Q3 | $136K | Sell |
905
-767
| -46% | -$115K | 0.01% | 323 |
|
|
2020
Q2 | $239K | Sell |
1,672
-1,852
| -53% | -$265K | 0.02% | 251 |
|
|
2020
Q1 | $403K | Buy |
3,524
+1,571
| +80% | +$180K | 0.04% | 213 |
|
|
2019
Q4 | $324K | Buy |
1,953
+667
| +52% | +$111K | 0.02% | 262 |
|
|
2019
Q3 | $195K | Sell |
1,286
-150
| -10% | -$22.7K | 0.02% | 320 |
|
|
2019
Q2 | $223K | Hold |
1,436
| – | – | 0.02% | 302 |
|
|
2019
Q1 | $220K | Buy |
1,436
+57
| +4% | +$8.73K | 0.02% | 296 |
|
|
2018
Q4 | $185K | Sell |
1,379
-93
| -6% | -$12.5K | 0.02% | 306 |
|
|
2018
Q3 | $248K | Buy |
1,472
+215
| +17% | +$36.2K | 0.02% | 292 |
|
|
2018
Q2 | $206K | Sell |
1,257
-768
| -38% | -$126K | 0.02% | 316 |
|
|
2018
Q1 | $307K | Buy |
2,025
+150
| +8% | +$22.7K | 0.03% | 266 |
|
|
2017
Q4 | $286K | Hold |
1,875
| – | – | 0.03% | 279 |
|
|
2017
Q3 | $278K | Sell |
1,875
-551
| -23% | -$81.7K | 0.03% | 282 |
|
|
2017
Q2 | $342K | Buy |
2,426
+538
| +28% | +$75.8K | 0.04% | 254 |
|
|
2017
Q1 | $260K | Buy |
1,888
+107
| +6% | +$14.7K | 0.03% | 283 |
|
|
2016
Q4 | $240K | Sell |
1,781
-105
| -6% | -$14.1K | 0.03% | 297 |
|
|
2016
Q3 | $234K | Buy |
1,886
+145
| +8% | +$18K | 0.03% | 257 |
|
|
2016
Q2 | $200K | Buy |
1,741
+523
| +43% | +$60.1K | 0.03% | 257 |
|
|
2016
Q1 | $135K | Sell |
1,218
-110
| -8% | -$12.2K | 0.02% | 283 |
|
|
2015
Q4 | $149K | Hold |
1,328
| – | – | 0.02% | 271 |
|
|
2015
Q3 | $145K | Sell |
1,328
-125
| -9% | -$13.6K | 0.02% | 268 |
|
|
2015
Q2 | $182K | Sell |
1,453
-23
| -2% | -$2.88K | 0.03% | 241 |
|
|
2015
Q1 | $184K | Sell |
1,476
-61
| -4% | -$7.6K | 0.03% | 240 |
|
|
2014
Q4 | $184K | Buy |
1,537
+113
| +8% | +$13.5K | 0.03% | 240 |
|
|
2014
Q3 | $156K | Sell |
1,424
-129
| -8% | -$14.1K | 0.02% | 250 |
|
|
2014
Q2 | $184K | Sell |
1,553
-21
| -1% | -$2.49K | 0.03% | 225 |
|
|
2014
Q1 | $183K | Hold |
1,574
| – | – | 0.03% | 224 |
|
|
2013
Q4 | $182K | Buy |
1,574
+768
| +95% | +$88.8K | 0.03% | 229 |
|
|
2013
Q3 | $86K | Hold |
806
| – | – | 0.02% | 286 |
|
|
2013
Q2 | $79K | Buy |
+806
| New | +$79K | 0.02% | 287 |
|