MLRA
Main Line Retirement Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,026
| Closed | -$205K | – | 43 |
|
|
2025
Q1 | $205K | Buy |
1,026
+3
| +0.3% | +$598 | 0.13% | 42 |
|
|
2024
Q4 | $226K | Buy |
1,023
+3
| +0.3% | +$663 | 0.15% | 38 |
|
|
2024
Q3 | $225K | Buy |
1,020
+3
| +0.3% | +$663 | 0.15% | 34 |
|
|
2024
Q2 | $206K | Buy |
1,017
+3
| +0.3% | +$608 | 0.16% | 35 |
|
|
2024
Q1 | $213K | Buy |
1,014
+3
| +0.3% | +$631 | 0.17% | 33 |
|
|
2023
Q4 | $203K | Buy |
+1,011
| New | +$203K | 0.18% | 37 |
|