MWM
Maltin Wealth Management’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 |
-1,010
| Closed | -$201K | – | 131 |
|
|
2025
Q1 | $201K | Sell |
1,010
-14
| -1% | -$2.79K | 0.09% | 127 |
|
|
2024
Q4 | $226K | Sell |
1,024
-62
| -6% | -$13.7K | 0.11% | 121 |
|
|
2024
Q3 | $240K | Buy |
1,086
+2
| +0.2% | +$442 | 0.12% | 114 |
|
|
2024
Q2 | $220K | Buy |
1,084
+33
| +3% | +$6.69K | 0.12% | 116 |
|
|
2024
Q1 | $221K | Buy |
1,051
+16
| +2% | +$3.37K | 0.12% | 116 |
|
|
2023
Q4 | $208K | Buy |
+1,035
| New | +$208K | 0.13% | 110 |
|
|
2022
Q2 | – | Sell |
-1,041
| Closed | -$214K | – | 121 |
|
|
2022
Q1 | $214K | Sell |
1,041
-37
| -3% | -$7.61K | 0.14% | 109 |
|
|
2021
Q4 | $240K | Sell |
1,078
-2
| -0.2% | -$445 | 0.14% | 105 |
|
|
2021
Q3 | $236K | Buy |
1,080
+2
| +0.2% | +$437 | 0.14% | 99 |
|
|
2021
Q2 | $247K | Buy |
1,078
+1
| +0.1% | +$229 | 0.15% | 96 |
|
|
2021
Q1 | $238K | Buy |
1,077
+1
| +0.1% | +$221 | 0.15% | 96 |
|
|
2020
Q4 | $211K | Buy |
+1,076
| New | +$211K | 0.15% | 90 |
|
|
2020
Q1 | – | Sell |
-1,319
| Closed | -$219K | – | 102 |
|
|
2019
Q4 | $219K | Buy |
+1,319
| New | +$219K | 0.14% | 72 |
|