Zurich Cantonal 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 | $1.4M | Buy |
6,503
+560
| +9% | +$121K | ﹤0.01% | 1063 |
|
|
2025
Q1 | $1.19M | Sell |
5,943
-107
| -2% | -$21.5K | ﹤0.01% | 1066 |
|
|
2024
Q4 | $1.33M | Sell |
6,050
-408
| -6% | -$90K | ﹤0.01% | 1057 |
|
|
2024
Q3 | $1.42M | Buy |
6,458
+3,352
| +108% | +$739K | ﹤0.01% | 945 |
|
|
2024
Q2 | $630K | Sell |
3,106
-989
| -24% | -$201K | ﹤0.01% | 1331 |
|
|
2024
Q1 | $858K | Buy |
4,095
+4,021
| +5,434% | +$843K | ﹤0.01% | 1142 |
|
|
2023
Q4 | $15.1K | Hold |
74
| – | – | ﹤0.01% | 2667 |
|
|
2023
Q3 | $13.1K | Sell |
74
-121
| -62% | -$21.5K | ﹤0.01% | 2726 |
|
|
2023
Q2 | $36.4K | Hold |
195
| – | – | ﹤0.01% | 2667 |
|
|
2023
Q1 | $34.2K | Sell |
195
-30
| -13% | -$5.26K | ﹤0.01% | 2676 |
|
|
2022
Q4 | $39.4K | Sell |
225
-21
| -9% | -$3.67K | ﹤0.01% | 2661 |
|
|
2022
Q3 | $41K | Sell |
246
-667
| -73% | -$111K | ﹤0.01% | 2654 |
|
|
2022
Q2 | $156K | Hold |
913
| – | – | ﹤0.01% | 1942 |
|
|
2022
Q1 | $189K | Hold |
913
| – | – | ﹤0.01% | 1924 |
|
|
2021
Q4 | $204K | Sell |
913
-97
| -10% | -$21.7K | ﹤0.01% | 2053 |
|
|
2021
Q3 | $223K | Sell |
1,010
-11,701
| -92% | -$2.58M | ﹤0.01% | 1853 |
|
|
2021
Q2 | $2.92M | Sell |
12,711
-3,064
| -19% | -$703K | 0.02% | 632 |
|
|
2021
Q1 | $3.44M | Buy |
+15,775
| New | +$3.44M | 0.02% | 571 |
|