MPWT
MassMutual Private Wealth & Trust’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 | $249K | Hold |
872
| – | – | 0.01% | 407 |
|
|
2025
Q1 | $223K | Sell |
872
-100
| -10% | -$25.6K | 0.01% | 420 |
|
|
2024
Q4 | $280K | Buy |
972
+34
| +4% | +$9.79K | 0.01% | 401 |
|
|
2024
Q3 | $266K | Sell |
938
-85
| -8% | -$24.1K | 0.01% | 368 |
|
|
2024
Q2 | $269K | Buy |
1,023
+271
| +36% | +$71.1K | 0.01% | 358 |
|
|
2024
Q1 | $204K | Sell |
752
-65
| -8% | -$17.6K | 0.01% | 375 |
|
|
2023
Q4 | $206K | Hold |
817
| – | – | 0.01% | 371 |
|
|
2023
Q3 | $183K | Hold |
817
| – | – | 0.01% | 380 |
|
|
2023
Q2 | $198K | Sell |
817
-114
| -12% | -$27.7K | 0.01% | 360 |
|
|
2023
Q1 | $211K | Buy |
931
+38
| +4% | +$8.62K | 0.01% | 348 |
|
|
2022
Q4 | $192K | Hold |
893
| – | – | 0.01% | 353 |
|
|
2022
Q3 | $184K | Sell |
893
-136
| -13% | -$28K | 0.01% | 338 |
|
|
2022
Q2 | $212K | Sell |
1,029
-50
| -5% | -$10.3K | 0.01% | 326 |
|
|
2022
Q1 | $276K | Hold |
1,079
| – | – | 0.01% | 319 |
|
|
2021
Q4 | $316K | Hold |
1,079
| – | – | 0.01% | 323 |
|
|
2021
Q3 | $317K | Hold |
1,079
| – | – | 0.01% | 318 |
|
|
2021
Q2 | $336K | Sell |
1,079
-4
| -0.4% | -$1.25K | 0.01% | 313 |
|
|
2021
Q1 | $326K | Sell |
1,083
-188
| -15% | -$56.6K | 0.02% | 312 |
|
|
2020
Q4 | $364K | Buy |
1,271
+201
| +19% | +$57.6K | 0.02% | 307 |
|
|
2020
Q3 | $237K | Sell |
1,070
-11
| -1% | -$2.44K | 0.01% | 322 |
|
|
2020
Q2 | $224K | Hold |
1,081
| – | – | 0.01% | 318 |
|
|
2020
Q1 | $171K | Sell |
1,081
-137
| -11% | -$21.7K | 0.01% | 310 |
|
|
2019
Q4 | $261K | Buy |
1,218
+200
| +20% | +$42.9K | 0.02% | 330 |
|
|
2019
Q3 | $196K | Buy |
1,018
+171
| +20% | +$32.9K | 0.01% | 342 |
|
|
2019
Q2 | $170K | Sell |
847
-33
| -4% | -$6.62K | 0.01% | 347 |
|
|
2019
Q1 | $173K | Sell |
880
-23
| -3% | -$4.52K | 0.01% | 353 |
|
|
2018
Q4 | $152K | Sell |
903
-25
| -3% | -$4.2K | 0.01% | 338 |
|
|
2018
Q3 | $200K | Sell |
928
-31
| -3% | -$6.67K | 0.01% | 336 |
|
|
2018
Q2 | $196K | Sell |
959
-65
| -6% | -$13.3K | 0.02% | 334 |
|
|
2018
Q1 | $195K | Sell |
1,024
-10
| -1% | -$1.91K | 0.02% | 333 |
|
|
2017
Q4 | $193K | Hold |
1,034
| – | – | 0.02% | 347 |
|
|
2017
Q3 | $185K | Sell |
1,034
-90
| -8% | -$16.1K | 0.02% | 357 |
|
|
2017
Q2 | $190K | Hold |
1,124
| – | – | 0.02% | 332 |
|
|
2017
Q1 | $182K | Hold |
1,124
| – | – | 0.02% | 339 |
|
|
2016
Q4 | $173K | Buy |
+1,124
| New | +$173K | 0.02% | 283 |
|
|
2016
Q2 | $183K | Sell |
1,336
-531
| -28% | -$72.8K | 0.02% | 325 |
|
|
2016
Q1 | $248K | Sell |
1,867
-26
| -1% | -$3.45K | 0.03% | 272 |
|
|
2015
Q4 | $264K | Buy |
1,893
+715
| +61% | +$99.6K | 0.04% | 247 |
|
|
2015
Q3 | $153K | Buy |
1,178
+306
| +35% | +$39.7K | 0.03% | 291 |
|
|
2015
Q2 | $121K | Sell |
872
-2,173
| -71% | -$301K | 0.03% | 302 |
|
|
2015
Q1 | $461K | Buy |
3,045
+2,488
| +447% | +$377K | 0.08% | 216 |
|
|
2014
Q4 | $79.3K | Sell |
557
-621
| -53% | -$88.4K | 0.03% | 235 |
|
|
2014
Q3 | $153K | Buy |
1,178
+942
| +399% | +$122K | 0.03% | 288 |
|
|
2014
Q2 | $32.7K | Hold |
236
| – | – | 0.01% | 260 |
|
|
2014
Q1 | $32.1K | Hold |
236
| – | – | 0.02% | 234 |
|
|
2013
Q4 | $32K | Buy |
+236
| New | +$32K | 0.03% | 217 |
|