MWAM
Manhattan West Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,695
| Closed | -$567K | – | 153 |
|
|
2024
Q1 | $567K | Buy |
+2,695
| New | +$567K | 0.14% | 96 |
|
|
2023
Q2 | – | Sell |
-1,612
| Closed | -$288K | – | 131 |
|
|
2023
Q1 | $288K | Buy |
+1,612
| New | +$288K | 0.13% | 108 |
|
|
2022
Q2 | – | Sell |
-3,397
| Closed | -$697K | – | 112 |
|
|
2022
Q1 | $697K | Sell |
3,397
-26,321
| -89% | -$5.4M | 0.38% | 63 |
|
|
2021
Q4 | $6.61M | Buy |
+29,718
| New | +$6.61M | 3.96% | 6 |
|