VeraBank’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 | $951K | Buy |
4,406
+666
| +18% | +$144K | 0.19% | 83 |
|
2025
Q1 | $746K | Sell |
3,740
-358
| -9% | -$71.4K | 0.21% | 79 |
|
2024
Q4 | $905K | Sell |
4,098
-188
| -4% | -$41.5K | 0.26% | 68 |
|
2024
Q3 | $947K | Sell |
4,286
-193
| -4% | -$42.6K | 0.28% | 67 |
|
2024
Q2 | $909K | Sell |
4,479
-226
| -5% | -$45.9K | 0.28% | 65 |
|
2024
Q1 | $989K | Buy |
4,705
+33
| +0.7% | +$6.94K | 0.31% | 62 |
|
2023
Q4 | $938K | Sell |
4,672
-34
| -0.7% | -$6.82K | 0.32% | 61 |
|
2023
Q3 | $832K | Buy |
4,706
+34
| +0.7% | +$6.01K | 0.32% | 62 |
|
2023
Q2 | $875K | Sell |
4,672
-195
| -4% | -$36.5K | 0.34% | 63 |
|
2023
Q1 | $868K | Sell |
4,867
-440
| -8% | -$78.5K | 0.4% | 59 |
|
2022
Q4 | $925K | Sell |
5,307
-935
| -15% | -$163K | 0.46% | 54 |
|
2022
Q3 | $1.03M | Sell |
6,242
-79
| -1% | -$13K | 0.65% | 39 |
|
2022
Q2 | $1.07M | Buy |
6,321
+2,278
| +56% | +$386K | 0.63% | 42 |
|
2022
Q1 | $830K | Sell |
4,043
-520
| -11% | -$107K | 0.43% | 53 |
|
2021
Q4 | $1.02M | Buy |
4,563
+1,245
| +38% | +$277K | 0.51% | 48 |
|
2021
Q3 | $726K | Buy |
+3,318
| New | +$726K | 0.41% | 63 |
|