UMB Bank’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 | $38.6M | Buy |
178,894
+22,085
| +14% | +$4.77M | 0.6% | 37 |
|
|
2025
Q1 | $31.3M | Sell |
156,809
-10,388
| -6% | -$2.07M | 0.52% | 42 |
|
|
2024
Q4 | $36.9M | Sell |
167,197
-4,223
| -2% | -$933K | 0.58% | 38 |
|
|
2024
Q3 | $37.9M | Buy |
171,420
+119
| +0.1% | +$26.3K | 0.59% | 39 |
|
|
2024
Q2 | $34.8M | Sell |
171,301
-25,661
| -13% | -$5.21M | 0.57% | 41 |
|
|
2024
Q1 | $41.4M | Sell |
196,962
-6,219
| -3% | -$1.31M | 0.66% | 37 |
|
|
2023
Q4 | $40.8M | Buy |
203,181
+5,438
| +3% | +$1.09M | 0.6% | 43 |
|
|
2023
Q3 | $34.9M | Buy |
197,743
+7,624
| +4% | +$1.35M | 0.56% | 45 |
|
|
2023
Q2 | $35.6M | Buy |
190,119
+1,651
| +0.9% | +$309K | 0.54% | 44 |
|
|
2023
Q1 | $33.6M | Buy |
188,468
+30,478
| +19% | +$5.44M | 0.54% | 45 |
|
|
2022
Q4 | $27.5M | Sell |
157,990
-18,247
| -10% | -$3.18M | 0.44% | 63 |
|
|
2022
Q3 | $29.1M | Buy |
176,237
+13,597
| +8% | +$2.24M | 0.49% | 52 |
|
|
2022
Q2 | $27.5M | Buy |
162,640
+25,630
| +19% | +$4.34M | 0.43% | 60 |
|
|
2022
Q1 | $28.1M | Sell |
137,010
-13,268
| -9% | -$2.72M | 0.37% | 65 |
|
|
2021
Q4 | $33.4M | Buy |
150,278
+28,879
| +24% | +$6.42M | 0.42% | 58 |
|
|
2021
Q3 | $26.6M | Buy |
121,399
+2,495
| +2% | +$546K | 0.6% | 41 |
|
|
2021
Q2 | $27.3M | Sell |
118,904
-8,946
| -7% | -$2.05M | 0.62% | 42 |
|
|
2021
Q1 | $28.2M | Buy |
127,850
+10,658
| +9% | +$2.35M | 0.69% | 36 |
|
|
2020
Q4 | $23M | Sell |
117,192
-2,992
| -2% | -$587K | 0.62% | 38 |
|
|
2020
Q3 | $17.2M | Hold |
120,184
| – | – | 0.53% | 53 |
|
|
2020
Q2 | $17.2M | Sell |
120,184
-6,924
| -5% | -$991K | 0.53% | 53 |
|
|
2020
Q1 | $14.5M | Sell |
127,108
-7,364
| -5% | -$843K | 0.52% | 57 |
|
|
2019
Q4 | $22.3M | Sell |
134,472
-1,839
| -1% | -$305K | 0.61% | 48 |
|
|
2019
Q3 | $20.6K | Sell |
136,311
-2,923
| -2% | -$442 | 0.5% | 52 |
|
|
2019
Q2 | $21.7K | Sell |
139,234
-6,013
| -4% | -$935 | 0.53% | 48 |
|
|
2019
Q1 | $22.2M | Buy |
145,247
+3,353
| +2% | +$513K | 0.68% | 45 |
|
|
2018
Q4 | $19K | Sell |
141,894
-18,513
| -12% | -$2.48K | 0.58% | 47 |
|
|
2018
Q3 | $27M | Buy |
160,407
+8,765
| +6% | +$1.48M | 0.8% | 27 |
|
|
2018
Q2 | $24.8M | Sell |
151,642
-9,709
| -6% | -$1.59M | 0.79% | 31 |
|
|
2018
Q1 | $24.5M | Sell |
161,351
-8,317
| -5% | -$1.26M | 0.79% | 32 |
|
|
2017
Q4 | $25.9M | Sell |
169,668
-7,960
| -4% | -$1.21M | 0.84% | 32 |
|
|
2017
Q3 | $26.3M | Sell |
177,628
-18,998
| -10% | -$2.82M | 0.91% | 26 |
|
|
2017
Q2 | $27.7M | Sell |
196,626
-47,118
| -19% | -$6.64M | 0.97% | 22 |
|
|
2017
Q1 | $33.5M | Buy |
243,744
+3,550
| +1% | +$488K | 1.17% | 13 |
|
|
2016
Q4 | $32.4M | Buy |
240,194
+14,020
| +6% | +$1.89M | 1.19% | 13 |
|
|
2016
Q3 | $28.1M | Buy |
226,174
+15,426
| +7% | +$1.92M | 1.13% | 17 |
|
|
2016
Q2 | $24.2M | Sell |
210,748
-16,638
| -7% | -$1.91M | 1.02% | 21 |
|
|
2016
Q1 | $25.2M | Sell |
227,386
-34,383
| -13% | -$3.8M | 1.07% | 17 |
|
|
2015
Q4 | $29.5M | Buy |
+261,769
| New | +$29.5M | 1.28% | 13 |
|