MWM
Mascoma Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.57K | Hold |
16
| – | – | ﹤0.01% | 388 |
|
|
2025
Q1 | $4.09K | Sell |
16
-20
| -56% | -$5.11K | ﹤0.01% | 413 |
|
|
2024
Q4 | $10.4K | Buy |
36
+20
| +125% | +$5.76K | ﹤0.01% | 342 |
|
|
2024
Q3 | $4.54K | Hold |
16
| – | – | ﹤0.01% | 392 |
|
|
2024
Q2 | $4.2K | Hold |
16
| – | – | ﹤0.01% | 421 |
|
|
2024
Q1 | $4.33K | Hold |
16
| – | – | ﹤0.01% | 393 |
|
|
2023
Q4 | $4.04K | Hold |
16
| – | – | ﹤0.01% | 408 |
|
|
2023
Q3 | $3.59K | Hold |
16
| – | – | ﹤0.01% | 426 |
|
|
2023
Q2 | $3.9K | Hold |
16
| – | – | ﹤0.01% | 411 |
|
|
2023
Q1 | $3.59K | Hold |
16
| – | – | ﹤0.01% | 512 |
|
|
2022
Q4 | $3.43K | Buy |
+16
| New | +$3.43K | ﹤0.01% | 530 |
|
|
2022
Q1 | – | Sell |
-15
| Closed | -$4K | – | 596 |
|
|
2021
Q4 | $4K | Hold |
15
| – | – | ﹤0.01% | 470 |
|
|
2021
Q3 | $4K | Buy |
+15
| New | +$4K | ﹤0.01% | 394 |
|
|
2021
Q2 | – | Sell |
-15
| Closed | -$5K | – | 281 |
|
|
2021
Q1 | $5K | Buy |
+15
| New | +$5K | ﹤0.01% | 385 |
|
|
2019
Q3 | – | Sell |
-15
| Closed | -$3K | – | 218 |
|
|
2019
Q2 | $3K | Hold |
15
| – | – | ﹤0.01% | 324 |
|
|
2019
Q1 | $3K | Hold |
15
| – | – | ﹤0.01% | 330 |
|
|
2018
Q4 | $3K | Hold |
15
| – | – | ﹤0.01% | 322 |
|
|
2018
Q3 | $3K | Hold |
15
| – | – | ﹤0.01% | 346 |
|
|
2018
Q2 | $3K | Hold |
15
| – | – | ﹤0.01% | 341 |
|
|
2018
Q1 | $3K | Hold |
15
| – | – | ﹤0.01% | 331 |
|
|
2017
Q4 | $3K | Hold |
15
| – | – | ﹤0.01% | 326 |
|
|
2017
Q3 | $3K | Hold |
15
| – | – | ﹤0.01% | 348 |
|
|
2017
Q2 | $3K | Hold |
15
| – | – | ﹤0.01% | 353 |
|
|
2017
Q1 | $2K | Hold |
15
| – | – | ﹤0.01% | 341 |
|
|
2016
Q4 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 343 |
|