MWAM
Manhattan West Asset Management’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $779K | Sell |
2,293
-130
| -5% | -$44.1K | 0.18% | 84 |
|
|
2025
Q1 | $743K | Buy |
2,423
+335
| +16% | +$103K | 0.19% | 85 |
|
|
2024
Q4 | $673K | Hold |
2,088
| – | – | 0.18% | 84 |
|
|
2024
Q3 | $656K | Sell |
2,088
-19
| -0.9% | -$5.97K | 0.17% | 93 |
|
|
2024
Q2 | $627K | Hold |
2,107
| – | – | 0.17% | 88 |
|
|
2024
Q1 | $607K | Buy |
+2,107
| New | +$607K | 0.15% | 92 |
|