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
Q3 | $438K | Sell |
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|
2025
Q2 | $402K | Hold |
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|
2025
Q1 | $371K | Sell |
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|
2024
Q4 | $441K | Buy |
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|
2024
Q3 | $420K | Hold |
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|
2024
Q2 | $385K | Buy |
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|
2024
Q1 | $355K | Buy |
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|
2023
Q4 | $255K | Sell |
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|
2023
Q3 | $287K | Sell |
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|
2023
Q2 | $343K | Buy |
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|
2023
Q1 | $322K | Buy |
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|
2022
Q4 | $234K | Sell |
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|
2022
Q3 | $223K | Sell |
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|
2022
Q2 | $230K | Hold |
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|
2022
Q1 | $279K | Buy |
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|
2021
Q4 | $251K | Hold |
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|
2021
Q3 | $247K | Buy |
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|
2021
Q2 | $247K | Sell |
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|
2021
Q1 | $245K | Hold |
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|
2020
Q4 | $217K | Buy |
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|
2020
Q3 | $136K | Sell |
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|
2020
Q2 | $239K | Sell |
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|
2020
Q1 | $403K | Buy |
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|
2019
Q4 | $324K | Buy |
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|
2019
Q3 | $195K | Sell |
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|
2019
Q2 | $223K | Hold |
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|
2019
Q1 | $220K | Buy |
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|
2018
Q4 | $185K | Sell |
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|
2018
Q3 | $248K | Buy |
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|
2018
Q2 | $206K | Sell |
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|
2018
Q1 | $307K | Buy |
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|
2017
Q4 | $286K | Hold |
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|
2017
Q3 | $278K | Sell |
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|
2017
Q2 | $342K | Buy |
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|
2017
Q1 | $260K | Buy |
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|
2016
Q4 | $240K | Sell |
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|
2016
Q3 | $234K | Buy |
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|
2016
Q2 | $200K | Buy |
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|
2016
Q1 | $135K | Sell |
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|
2015
Q4 | $149K | Hold |
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|
2015
Q3 | $145K | Sell |
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|
2015
Q2 | $182K | Sell |
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|
2015
Q1 | $184K | Sell |
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|
2014
Q4 | $184K | Buy |
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|
2014
Q3 | $156K | Sell |
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|
2014
Q2 | $184K | Sell |
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|
2014
Q1 | $183K | Hold |
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|
2013
Q4 | $182K | Buy |
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|
2013
Q3 | $86K | Hold |
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|
2013
Q2 | $79K | Buy |
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