MWM
Maltin Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $441K | Sell |
2,794
-516
| -16% | -$81.4K | 0.2% | 83 |
|
|
2025
Q1 | $500K | Sell |
3,310
-238
| -7% | -$35.9K | 0.23% | 79 |
|
|
2024
Q4 | $582K | Sell |
3,548
-10,352
| -74% | -$1.7M | 0.29% | 72 |
|
|
2024
Q3 | $2.32M | Buy |
13,900
+829
| +6% | +$138K | 1.13% | 30 |
|
|
2024
Q2 | $1.99M | Buy |
13,071
+193
| +1% | +$29.4K | 1.07% | 32 |
|
|
2024
Q1 | $2.05M | Buy |
12,878
+411
| +3% | +$65.3K | 1.15% | 28 |
|
|
2023
Q4 | $1.94M | Sell |
12,467
-44
| -0.4% | -$6.84K | 1.23% | 28 |
|
|
2023
Q3 | $1.7M | Sell |
12,511
-53
| -0.4% | -$7.18K | 1.18% | 32 |
|
|
2023
Q2 | $1.77M | Sell |
12,564
-266
| -2% | -$37.5K | 1.25% | 27 |
|
|
2023
Q1 | $1.76M | Buy |
12,830
+141
| +1% | +$19.3K | 1.27% | 30 |
|
|
2022
Q4 | $1.76M | Sell |
12,689
-4,832
| -28% | -$670K | 1.28% | 26 |
|
|
2022
Q3 | $2.26M | Sell |
17,521
-90
| -0.5% | -$11.6K | 1.78% | 13 |
|
|
2022
Q2 | $2.4M | Sell |
17,611
-405
| -2% | -$55.1K | 1.73% | 11 |
|
|
2022
Q1 | $2.91M | Sell |
18,016
-1,599
| -8% | -$258K | 1.92% | 10 |
|
|
2021
Q4 | $3.26M | Buy |
19,615
+1,196
| +6% | +$199K | 1.96% | 10 |
|
|
2021
Q3 | $2.95M | Buy |
18,419
+426
| +2% | +$68.3K | 1.81% | 14 |
|
|
2021
Q2 | $2.98M | Buy |
17,993
+1,963
| +12% | +$325K | 1.81% | 14 |
|
|
2021
Q1 | $2.56M | Buy |
16,030
+138
| +0.9% | +$22K | 1.66% | 14 |
|
|
2020
Q4 | $2.09M | Sell |
15,892
-1,174
| -7% | -$155K | 1.47% | 17 |
|
|
2020
Q3 | $1.7M | Sell |
17,066
-611
| -3% | -$60.7K | 1.21% | 23 |
|
|
2020
Q2 | $1.72M | Sell |
17,677
-660
| -4% | -$64.3K | 1.3% | 25 |
|
|
2020
Q1 | $1.5M | Buy |
+18,337
| New | +$1.5M | 1.28% | 25 |
|