Trust Company of Vermont’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267K | Hold |
935
| – | – | 0.01% | 310 |
|
|
2025
Q1 | $239K | Hold |
935
| – | – | 0.01% | 319 |
|
|
2024
Q4 | $269K | Sell |
935
-35
| -4% | -$10.1K | 0.01% | 307 |
|
|
2024
Q3 | $275K | Hold |
970
| – | – | 0.01% | 296 |
|
|
2024
Q2 | $255K | Hold |
970
| – | – | 0.01% | 293 |
|
|
2024
Q1 | $263K | Hold |
970
| – | – | 0.01% | 282 |
|
|
2023
Q4 | $245K | Hold |
970
| – | – | 0.02% | 268 |
|
|
2023
Q3 | $217K | Hold |
970
| – | – | 0.01% | 289 |
|
|
2023
Q2 | $235K | Buy |
970
+6
| +0.6% | +$1.46K | 0.02% | 290 |
|
|
2023
Q1 | $219K | Buy |
964
+140
| +17% | +$31.8K | 0.02% | 297 |
|
|
2022
Q4 | $177K | Sell |
824
-7
| -0.8% | -$1.5K | 0.01% | 316 |
|
|
2022
Q3 | $171K | Sell |
831
-16
| -2% | -$3.29K | 0.01% | 317 |
|
|
2022
Q2 | $175K | Hold |
847
| – | – | 0.01% | 313 |
|
|
2022
Q1 | $217K | Hold |
847
| – | – | 0.01% | 303 |
|
|
2021
Q4 | $248K | Hold |
847
| – | – | 0.02% | 295 |
|
|
2021
Q3 | $249K | Sell |
847
-20
| -2% | -$5.88K | 0.02% | 283 |
|
|
2021
Q2 | $270K | Buy |
867
+20
| +2% | +$6.23K | 0.02% | 280 |
|
|
2021
Q1 | $255K | Buy |
847
+153
| +22% | +$46.1K | 0.02% | 278 |
|
|
2020
Q4 | $199K | Buy |
694
+194
| +39% | +$55.6K | 0.02% | 292 |
|
|
2020
Q3 | $111K | Sell |
500
-117
| -19% | -$26K | 0.01% | 335 |
|
|
2020
Q2 | $128K | Sell |
617
-300
| -33% | -$62.2K | 0.01% | 331 |
|
|
2020
Q1 | $145K | Hold |
917
| – | – | 0.01% | 311 |
|
|
2019
Q4 | $196K | Hold |
917
| – | – | 0.01% | 322 |
|
|
2019
Q3 | $177K | Hold |
917
| – | – | 0.01% | 337 |
|
|
2019
Q2 | $184K | Buy |
917
+117
| +15% | +$23.5K | 0.02% | 326 |
|
|
2019
Q1 | $157K | Hold |
800
| – | – | 0.01% | 340 |
|
|
2018
Q4 | $134K | Hold |
800
| – | – | 0.01% | 347 |
|
|
2018
Q3 | $172K | Sell |
800
-29
| -3% | -$6.24K | 0.01% | 343 |
|
|
2018
Q2 | $169K | Buy |
829
+500
| +152% | +$102K | 0.02% | 344 |
|
|
2018
Q1 | $63K | Buy |
329
+29
| +10% | +$5.55K | 0.01% | 464 |
|
|
2017
Q4 | $56K | Hold |
300
| – | – | 0.01% | 485 |
|
|
2017
Q3 | $54K | Hold |
300
| – | – | 0.01% | 486 |
|
|
2017
Q2 | $51K | Sell |
300
-119
| -28% | -$20.2K | 0.01% | 497 |
|
|
2017
Q1 | $68K | Hold |
419
| – | – | 0.01% | 445 |
|
|
2016
Q4 | $65K | Buy |
419
+119
| +40% | +$18.5K | 0.01% | 442 |
|
|
2016
Q3 | $45K | Hold |
300
| – | – | 0.01% | 442 |
|
|
2016
Q2 | $41K | Hold |
300
| – | – | 0.01% | 410 |
|
|
2016
Q1 | $40K | Hold |
300
| – | – | 0.01% | 417 |
|
|
2015
Q4 | $42K | Sell |
300
-23
| -7% | -$3.22K | 0.01% | 416 |
|
|
2015
Q3 | $43K | Hold |
323
| – | – | 0.01% | 421 |
|
|
2015
Q2 | $50K | Buy |
323
+23
| +8% | +$3.56K | 0.01% | 402 |
|
|
2015
Q1 | $45K | Hold |
300
| – | – | 0.01% | 409 |
|
|
2014
Q4 | $43K | Hold |
300
| – | – | 0.01% | 419 |
|
|
2014
Q3 | $39K | Sell |
300
-30
| -9% | -$3.9K | 0.01% | 434 |
|
|
2014
Q2 | $46K | Hold |
330
| – | – | 0.01% | 391 |
|
|
2014
Q1 | $45K | Hold |
330
| – | – | 0.01% | 389 |
|
|
2013
Q4 | $45K | Hold |
330
| – | – | 0.01% | 372 |
|
|
2013
Q3 | $42K | Hold |
330
| – | – | 0.01% | 366 |
|
|
2013
Q2 | $37K | Buy |
+330
| New | +$37K | 0.01% | 377 |
|