United Community 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 | $457K | Sell |
2,120
-546
| -20% | -$118K | 0.16% | 110 |
|
2025
Q1 | $532K | Buy |
2,666
+30
| +1% | +$5.99K | 0.2% | 106 |
|
2024
Q4 | $582K | Buy |
2,636
+10
| +0.4% | +$2.21K | 0.23% | 100 |
|
2024
Q3 | $580K | Hold |
2,626
| – | – | 0.23% | 99 |
|
2024
Q2 | $533K | Sell |
2,626
-1,759
| -40% | -$357K | 0.22% | 103 |
|
2024
Q1 | $905K | Buy |
4,385
+1,766
| +67% | +$365K | 0.35% | 70 |
|
2023
Q4 | $526K | Sell |
2,619
-195
| -7% | -$39.1K | 0.22% | 98 |
|
2023
Q3 | $497K | Buy |
2,814
+1,950
| +226% | +$345K | 0.24% | 82 |
|
2023
Q2 | $162K | Hold |
864
| – | – | 0.14% | 98 |
|
2023
Q1 | $154K | Hold |
864
| – | – | 0.15% | 95 |
|
2022
Q4 | $151K | Hold |
864
| – | – | 0.15% | 91 |
|
2022
Q3 | $142K | Hold |
864
| – | – | 0.15% | 95 |
|
2022
Q2 | $146K | Hold |
864
| – | – | 0.16% | 86 |
|
2022
Q1 | $177K | Hold |
864
| – | – | 0.18% | 86 |
|
2021
Q4 | $192K | Buy |
+864
| New | +$192K | 0.19% | 87 |
|