MPWT
MassMutual Private Wealth & Trust’s iShares Russell 3000 ETF IWV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $70.2K | Buy |
+200
| New | +$70.2K | ﹤0.01% | 690 |
|
2024
Q4 | – | Sell |
-365
| Closed | -$119K | – | 2327 |
|
2024
Q3 | $119K | Hold |
365
| – | – | ﹤0.01% | 487 |
|
2024
Q2 | $113K | Buy |
+365
| New | +$113K | ﹤0.01% | 499 |
|
2023
Q2 | – | Sell |
-252
| Closed | -$59.3K | – | 1981 |
|
2023
Q1 | $59.3K | Buy |
+252
| New | +$59.3K | ﹤0.01% | 494 |
|
2021
Q4 | – | Sell |
-161
| Closed | -$41K | – | 1433 |
|
2021
Q3 | $41K | Buy |
+161
| New | +$41K | ﹤0.01% | 505 |
|
2017
Q1 | – | Sell |
-425
| Closed | -$56.5K | – | 1085 |
|
2016
Q4 | $56.5K | Buy |
+425
| New | +$56.5K | 0.01% | 345 |
|
2016
Q1 | – | Sell |
-1,078
| Closed | -$130K | – | 892 |
|
2015
Q4 | $130K | Buy |
+1,078
| New | +$130K | 0.02% | 308 |
|