Trust Company of Vermont’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $588K | Buy |
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|
2025
Q2 | $504K | Buy |
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|
2025
Q1 | $386K | Buy |
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|
2024
Q4 | $410K | Buy |
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|
2024
Q3 | $291K | Hold |
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|
2024
Q2 | $266K | Hold |
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|
2024
Q1 | $277K | Buy |
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|
2023
Q4 | $246K | Sell |
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|
2023
Q3 | $237K | Hold |
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|
2023
Q2 | $246K | Buy |
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|
2023
Q1 | $236K | Buy |
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|
2022
Q4 | $231K | Sell |
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|
2022
Q3 | $217K | Sell |
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|
2022
Q2 | $229K | Hold |
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|
2022
Q1 | $272K | Buy |
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|
2021
Q4 | $276K | Hold |
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|
2021
Q3 | $266K | Sell |
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|
2021
Q2 | $278K | Buy |
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|
2021
Q1 | $265K | Sell |
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|
2020
Q4 | $230K | Buy |
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|
2020
Q3 | $133K | Sell |
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|
2020
Q2 | $150K | Sell |
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|
2020
Q1 | $129K | Hold |
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|
2019
Q4 | $202K | Hold |
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|
2019
Q3 | $188K | Sell |
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|
2019
Q2 | $237K | Buy |
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|
2019
Q1 | $214K | Hold |
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|
2018
Q4 | $192K | Hold |
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|
2018
Q3 | $238K | Hold |
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|
2018
Q2 | $236K | Buy |
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|
2018
Q1 | $72K | Sell |
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|
2017
Q4 | $86K | Hold |
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|
2017
Q3 | $85K | Hold |
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|
2017
Q2 | $82K | Sell |
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|
2017
Q1 | $102K | Buy |
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|
2016
Q4 | $82K | Buy |
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|
2016
Q3 | $54K | Hold |
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|
2016
Q2 | $50K | Buy |
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|
2016
Q1 | $30K | Hold |
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|
2015
Q4 | $30K | Sell |
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|
2015
Q3 | $32K | Hold |
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|
2015
Q2 | $37K | Buy |
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|
2015
Q1 | $34K | Hold |
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|
2014
Q4 | $33K | Buy |
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|
2014
Q3 | $26K | Buy |
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|
2014
Q2 | $23K | Buy |
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