Umpqua 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 | $788K | Sell |
3,561
-58
| -2% | -$12.8K | 0.24% | 89 |
|
|
2025
Q1 | $722K | Buy |
3,619
+172
| +5% | +$34.3K | 0.25% | 90 |
|
|
2024
Q4 | $757K | Buy |
3,447
+2,420
| +236% | +$532K | 0.26% | 90 |
|
|
2024
Q3 | $227K | Sell |
1,027
-9
| -0.9% | -$1.99K | 0.08% | 145 |
|
|
2024
Q2 | $210K | Buy |
1,036
+9
| +0.9% | +$1.83K | 0.08% | 144 |
|
|
2024
Q1 | $216K | Buy |
+1,027
| New | +$216K | 0.09% | 138 |
|