Washington Trust Advisors’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 | $41.4K | Sell |
192
-25
| -12% | -$5.4K | ﹤0.01% | 339 |
|
|
2025
Q1 | $43.3K | Hold |
217
| – | – | ﹤0.01% | 334 |
|
|
2024
Q4 | $47.9K | Hold |
217
| – | – | ﹤0.01% | 328 |
|
|
2024
Q3 | $47.9K | Hold |
217
| – | – | ﹤0.01% | 320 |
|
|
2024
Q2 | $44K | Hold |
217
| – | – | ﹤0.01% | 327 |
|
|
2024
Q1 | $45.6K | Hold |
217
| – | – | ﹤0.01% | 321 |
|
|
2023
Q4 | $43.6K | Sell |
217
-600
| -73% | -$120K | ﹤0.01% | 328 |
|
|
2023
Q3 | $144K | Buy |
817
+600
| +276% | +$106K | 0.01% | 211 |
|
|
2023
Q2 | $40.6K | Hold |
217
| – | – | ﹤0.01% | 317 |
|
|
2023
Q1 | $38.7K | Hold |
217
| – | – | ﹤0.01% | 340 |
|
|
2022
Q4 | $37.8K | Hold |
217
| – | – | ﹤0.01% | 338 |
|
|
2022
Q3 | $36K | Hold |
217
| – | – | ﹤0.01% | 432 |
|
|
2022
Q2 | $37K | Sell |
217
-17
| -7% | -$2.9K | ﹤0.01% | 445 |
|
|
2022
Q1 | $48K | Hold |
234
| – | – | ﹤0.01% | 452 |
|
|
2021
Q4 | $52K | Buy |
+234
| New | +$52K | ﹤0.01% | 469 |
|