MWM
Mascoma 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 | $4.42K | Hold |
28
| – | – | ﹤0.01% | 389 |
|
|
2025
Q1 | $4.23K | Sell |
28
-47
| -63% | -$7.1K | ﹤0.01% | 408 |
|
|
2024
Q4 | $12.3K | Buy |
75
+47
| +168% | +$7.72K | ﹤0.01% | 326 |
|
|
2024
Q3 | $4.67K | Hold |
28
| – | – | ﹤0.01% | 391 |
|
|
2024
Q2 | $4.26K | Hold |
28
| – | – | ﹤0.01% | 420 |
|
|
2024
Q1 | $4.45K | Hold |
28
| – | – | ﹤0.01% | 391 |
|
|
2023
Q4 | $4.35K | Hold |
28
| – | – | ﹤0.01% | 403 |
|
|
2023
Q3 | $3.8K | Hold |
28
| – | – | ﹤0.01% | 421 |
|
|
2023
Q2 | $4.17K | Hold |
28
| – | – | ﹤0.01% | 405 |
|
|
2023
Q1 | $3.74K | Hold |
28
| – | – | ﹤0.01% | 505 |
|
|
2022
Q4 | $3.88K | Buy |
+28
| New | +$3.88K | ﹤0.01% | 514 |
|