MPWT
MassMutual Private Wealth & Trust’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Buy |
8,265
+801
| +11% | +$173K | 0.05% | 206 |
|
|
2025
Q1 | $1.49M | Sell |
7,464
-1,045
| -12% | -$208K | 0.04% | 223 |
|
|
2024
Q4 | $1.88M | Sell |
8,509
-154
| -2% | -$34K | 0.05% | 203 |
|
|
2024
Q3 | $1.91M | Sell |
8,663
-916
| -10% | -$202K | 0.05% | 208 |
|
|
2024
Q2 | $1.94M | Sell |
9,579
-1,455
| -13% | -$295K | 0.06% | 196 |
|
|
2024
Q1 | $2.32M | Sell |
11,034
-1,651
| -13% | -$347K | 0.07% | 180 |
|
|
2023
Q4 | $2.55M | Sell |
12,685
-52,872
| -81% | -$10.6M | 0.09% | 175 |
|
|
2023
Q3 | $11.6M | Buy |
65,557
+2,635
| +4% | +$466K | 0.43% | 63 |
|
|
2023
Q2 | $11.8M | Buy |
62,922
+2,053
| +3% | +$384K | 0.42% | 63 |
|
|
2023
Q1 | $10.9M | Buy |
60,869
+5,695
| +10% | +$1.02M | 0.42% | 66 |
|
|
2022
Q4 | $9.62M | Buy |
55,174
+1,168
| +2% | +$204K | 0.4% | 67 |
|
|
2022
Q3 | $8.91M | Buy |
54,006
+7,881
| +17% | +$1.3M | 0.4% | 71 |
|
|
2022
Q2 | $7.81M | Buy |
46,125
+3,666
| +9% | +$621K | 0.34% | 78 |
|
|
2022
Q1 | $8.72M | Buy |
42,459
+5,151
| +14% | +$1.06M | 0.33% | 81 |
|
|
2021
Q4 | $8.3M | Buy |
37,308
+6,223
| +20% | +$1.38M | 0.31% | 88 |
|
|
2021
Q3 | $6.8M | Buy |
31,085
+6,047
| +24% | +$1.32M | 0.28% | 95 |
|
|
2021
Q2 | $5.74M | Buy |
25,038
+6,041
| +32% | +$1.39M | 0.24% | 105 |
|
|
2021
Q1 | $4.2M | Buy |
18,997
+11,921
| +168% | +$2.63M | 0.2% | 125 |
|
|
2020
Q4 | $1.39M | Buy |
7,076
+448
| +7% | +$87.8K | 0.07% | 183 |
|
|
2020
Q3 | $993K | Sell |
6,628
-350
| -5% | -$52.4K | 0.06% | 205 |
|
|
2020
Q2 | $999K | Buy |
6,978
+178
| +3% | +$25.5K | 0.06% | 194 |
|
|
2020
Q1 | $778K | Sell |
6,800
-17,250
| -72% | -$1.97M | 0.06% | 197 |
|
|
2019
Q4 | $3.98M | Buy |
24,050
+3,295
| +16% | +$546K | 0.25% | 111 |
|
|
2019
Q3 | $3.14M | Buy |
20,755
+14,501
| +232% | +$2.19M | 0.21% | 127 |
|
|
2019
Q2 | $972K | Sell |
6,254
-80
| -1% | -$12.4K | 0.07% | 203 |
|
|
2019
Q1 | $970K | Sell |
6,334
-1,375
| -18% | -$210K | 0.07% | 206 |
|
|
2018
Q4 | $1.03M | Buy |
7,709
+9
| +0.1% | +$1.21K | 0.09% | 176 |
|
|
2018
Q3 | $1.3M | Buy |
7,700
+118
| +2% | +$19.9K | 0.1% | 168 |
|
|
2018
Q2 | $1.24M | Buy |
7,582
+44
| +0.6% | +$7.21K | 0.1% | 168 |
|
|
2018
Q1 | $1.14M | Sell |
7,538
-1,493
| -17% | -$227K | 0.09% | 171 |
|
|
2017
Q4 | $1.38M | Buy |
9,031
+738
| +9% | +$113K | 0.11% | 156 |
|
|
2017
Q3 | $1.23M | Sell |
8,293
-36
| -0.4% | -$5.33K | 0.1% | 164 |
|
|
2017
Q2 | $1.17M | Sell |
8,329
-346
| -4% | -$48.8K | 0.1% | 165 |
|
|
2017
Q1 | $1.19M | Buy |
8,675
+124
| +1% | +$17K | 0.11% | 167 |
|
|
2016
Q4 | $1.15M | Buy |
+8,551
| New | +$1.15M | 0.14% | 146 |
|
|
2016
Q2 | $1.01M | Buy |
8,788
+155
| +2% | +$17.8K | 0.13% | 171 |
|
|
2016
Q1 | $955K | Buy |
8,633
+4
| +0% | +$443 | 0.13% | 172 |
|
|
2015
Q4 | $972K | Buy |
8,629
+1,464
| +20% | +$165K | 0.14% | 155 |
|
|
2015
Q3 | $783K | Buy |
7,165
+430
| +6% | +$47K | 0.17% | 140 |
|
|
2015
Q2 | $800K | Sell |
6,735
-3,988
| -37% | -$474K | 0.18% | 134 |
|
|
2015
Q1 | $1.33M | Buy |
10,723
+3,145
| +42% | +$391K | 0.22% | 122 |
|
|
2014
Q4 | $906K | Buy |
7,578
+413
| +6% | +$49.4K | 0.29% | 94 |
|
|
2014
Q3 | $783K | Buy |
7,165
+730
| +11% | +$79.8K | 0.16% | 140 |
|
|
2014
Q2 | $765K | Buy |
6,435
+150
| +2% | +$17.8K | 0.3% | 85 |
|
|
2014
Q1 | $731K | Buy |
6,285
+75
| +1% | +$8.73K | 0.43% | 67 |
|
|
2013
Q4 | $716K | Buy |
+6,210
| New | +$716K | 0.66% | 41 |
|