MAS
Madden Advisory Services’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $477K | Buy |
2,211
+245
| +12% | +$52.9K | 0.2% | 74 |
|
|
2025
Q1 | $392K | Sell |
1,966
-18
| -0.9% | -$3.59K | 0.18% | 78 |
|
|
2024
Q4 | $438K | Buy |
1,984
+53
| +3% | +$11.7K | 0.2% | 71 |
|
|
2024
Q3 | $427K | Buy |
1,931
+103
| +6% | +$22.8K | 0.2% | 74 |
|
|
2024
Q2 | $371K | Buy |
1,828
+47
| +3% | +$9.54K | 0.19% | 73 |
|
|
2024
Q1 | $375K | Sell |
1,781
-10
| -0.6% | -$2.1K | 0.2% | 71 |
|
|
2023
Q4 | $359K | Buy |
1,791
+118
| +7% | +$23.7K | 0.2% | 70 |
|
|
2023
Q3 | $296K | Sell |
1,673
-52
| -3% | -$9.19K | 0.19% | 68 |
|
|
2023
Q2 | $323K | Hold |
1,725
| – | – | 0.21% | 66 |
|
|
2023
Q1 | $308K | Hold |
1,725
| – | – | 0.22% | 66 |
|
|
2022
Q4 | $301K | Buy |
1,725
+1
| +0.1% | +$174 | 0.23% | 66 |
|
|
2022
Q3 | $284K | Buy |
1,724
+1
| +0.1% | +$165 | 0.23% | 67 |
|
|
2022
Q2 | $292K | Buy |
1,723
+97
| +6% | +$16.4K | 0.22% | 68 |
|
|
2022
Q1 | $334K | Sell |
1,626
-24
| -1% | -$4.93K | 0.23% | 59 |
|
|
2021
Q4 | $367K | Sell |
1,650
-45
| -3% | -$10K | 0.24% | 58 |
|
|
2021
Q3 | $371K | Sell |
1,695
-21
| -1% | -$4.6K | 0.27% | 55 |
|
|
2021
Q2 | $394K | Hold |
1,716
| – | – | 0.29% | 48 |
|
|
2021
Q1 | $379K | Sell |
1,716
-16
| -0.9% | -$3.53K | 0.3% | 49 |
|
|
2020
Q4 | $340K | Sell |
1,732
-157
| -8% | -$30.8K | 0.29% | 53 |
|
|
2020
Q3 | $282K | Sell |
1,889
-400
| -17% | -$59.7K | 0.27% | 56 |
|
|
2020
Q2 | $327K | Sell |
2,289
-17,591
| -88% | -$2.51M | 0.34% | 48 |
|
|
2020
Q1 | $2.28M | Buy |
19,880
+18,105
| +1,020% | +$2.07M | 1.58% | 20 |
|
|
2019
Q4 | $294K | Sell |
1,775
-425
| -19% | -$70.4K | 0.19% | 65 |
|
|
2019
Q3 | $332K | Sell |
2,200
-200
| -8% | -$30.2K | 0.24% | 64 |
|
|
2019
Q2 | $373K | Hold |
2,400
| – | – | 0.23% | 68 |
|
|
2019
Q1 | $367K | Hold |
2,400
| – | – | 0.2% | 74 |
|
|
2018
Q4 | $321K | Hold |
2,400
| – | – | 0.19% | 75 |
|
|
2018
Q3 | $404K | Sell |
2,400
-170
| -7% | -$28.6K | 0.24% | 66 |
|
|
2018
Q2 | $420K | Buy |
2,570
+81
| +3% | +$13.2K | 0.27% | 65 |
|
|
2018
Q1 | $377K | Sell |
2,489
-31
| -1% | -$4.7K | 0.23% | 72 |
|
|
2017
Q4 | $384K | Hold |
2,520
| – | – | 0.23% | 74 |
|
|
2017
Q3 | $373K | Hold |
2,520
| – | – | 0.24% | 74 |
|
|
2017
Q2 | $355K | Hold |
2,520
| – | – | 0.23% | 74 |
|
|
2017
Q1 | $346K | Sell |
2,520
-35
| -1% | -$4.81K | 0.22% | 72 |
|
|
2016
Q4 | $344K | Sell |
2,555
-310
| -11% | -$41.7K | 0.23% | 71 |
|
|
2016
Q3 | $355K | Sell |
2,865
-50
| -2% | -$6.2K | 0.22% | 80 |
|
|
2016
Q2 | $335K | Sell |
2,915
-215
| -7% | -$24.7K | 0.21% | 81 |
|
|
2016
Q1 | $346K | Sell |
3,130
-285
| -8% | -$31.5K | 0.23% | 77 |
|
|
2015
Q4 | $384K | Sell |
3,415
-470
| -12% | -$52.8K | 0.25% | 70 |
|
|
2015
Q3 | $424K | Sell |
3,885
-90
| -2% | -$9.82K | 0.28% | 71 |
|
|
2015
Q2 | $496K | Hold |
3,975
| – | – | 0.3% | 70 |
|
|
2015
Q1 | $494K | Hold |
3,975
| – | – | 0.3% | 72 |
|
|
2014
Q4 | $475K | Hold |
3,975
| – | – | 0.27% | 72 |
|
|
2014
Q3 | $435K | Sell |
3,975
-80
| -2% | -$8.76K | 0.23% | 80 |
|
|
2014
Q2 | $482K | Hold |
4,055
| – | – | 0.25% | 77 |
|
|
2014
Q1 | $472K | Sell |
4,055
-935
| -19% | -$109K | 0.26% | 76 |
|
|
2013
Q4 | $576K | Sell |
4,990
-685
| -12% | -$79.1K | 0.43% | 52 |
|
|
2013
Q3 | $605K | Sell |
5,675
-1,190
| -17% | -$127K | 0.53% | 42 |
|
|
2013
Q2 | $666K | Buy |
+6,865
| New | +$666K | 0.55% | 42 |
|