Whittier Trust’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.5M | Sell |
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|
2025
Q1 | $51.5M | Sell |
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|
2024
Q4 | $59.1M | Buy |
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|
2024
Q3 | $58.1M | Buy |
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|
2024
Q2 | $53.2M | Buy |
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|
2024
Q1 | $54.2M | Sell |
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|
2023
Q4 | $52.7M | Sell |
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|
2023
Q3 | $49.4M | Sell |
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|
2023
Q2 | $54.2M | Sell |
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|
2023
Q1 | $54.5M | Sell |
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|
2022
Q4 | $57M | Buy |
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|
2022
Q3 | $53.7M | Sell |
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|
2022
Q2 | $58M | Sell |
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|
2022
Q1 | $71.4M | Sell |
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|
2021
Q4 | $77.5M | Sell |
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|
2021
Q3 | $77.8M | Buy |
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|
2021
Q2 | $80.7M | Buy |
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|
2021
Q1 | $75.8M | Buy |
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|
2020
Q4 | $64.5M | Buy |
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|
2020
Q3 | $48.7M | Sell |
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|
2020
Q2 | $57.3M | Sell |
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|
2020
Q1 | $48.8M | Sell |
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|
2019
Q4 | $72.2M | Buy |
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|
2019
Q3 | $64.7M | Buy |
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|
2019
Q2 | $65.3M | Sell |
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|
2019
Q1 | $65.4M | Buy |
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|
2018
Q4 | $52.5M | Buy |
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|
2018
Q3 | $65.8M | Buy |
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|
2018
Q2 | $63M | Sell |
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|
2018
Q1 | $61.2M | Buy |
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|
2017
Q4 | $59.2M | Buy |
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|
2017
Q3 | $56.3M | Sell |
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|
2017
Q2 | $58.3M | Sell |
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|
2017
Q1 | $59.1M | Sell |
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|
2016
Q4 | $58.1M | Buy |
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|
2016
Q3 | $50.4M | Sell |
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|
2016
Q2 | $50.2M | Sell |
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|
2016
Q1 | $49M | Buy |
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|
2015
Q4 | $48.2M | Buy |
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|
2015
Q3 | $44.8M | Buy |
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|
2015
Q2 | $50.2M | Buy |
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|
2015
Q1 | $49.3M | Buy |
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|
2014
Q4 | $45.5M | Buy |
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|
2014
Q3 | $39.8M | Buy |
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|
2014
Q2 | $43.1M | Sell |
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|
2014
Q1 | $42.5M | Sell |
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|
2013
Q4 | $43.2M | Buy |
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|
2013
Q3 | $39.9M | Sell |
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|
2013
Q2 | $36.8M | Buy |
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