MPWT
MassMutual Private Wealth & Trust’s iShares Russell Top 200 Value ETF IWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $84.2K | Sell |
1,000
-100
| -9% | -$8.42K | ﹤0.01% | 637 |
|
|
2025
Q1 | $90.4K | Sell |
1,100
-400
| -27% | -$32.9K | ﹤0.01% | 576 |
|
|
2024
Q4 | $119K | Hold |
1,500
| – | – | ﹤0.01% | 544 |
|
|
2024
Q3 | $122K | Hold |
1,500
| – | – | ﹤0.01% | 483 |
|
|
2024
Q2 | $112K | Sell |
1,500
-115
| -7% | -$8.6K | ﹤0.01% | 502 |
|
|
2024
Q1 | $123K | Buy |
+1,615
| New | +$123K | ﹤0.01% | 444 |
|
|
2023
Q1 | – | Sell |
-4,083
| Closed | -$265K | – | 1861 |
|
|
2022
Q4 | $265K | Buy |
+4,083
| New | +$265K | 0.01% | 325 |
|
|
2021
Q4 | – | Sell |
-5,000
| Closed | -$328K | – | 1434 |
|
|
2021
Q3 | $328K | Hold |
5,000
| – | – | 0.01% | 314 |
|
|
2021
Q2 | $332K | Sell |
5,000
-2,437
| -33% | -$162K | 0.01% | 316 |
|
|
2021
Q1 | $474K | Sell |
7,437
-1,136
| -13% | -$72.4K | 0.02% | 285 |
|
|
2020
Q4 | $496K | Buy |
8,573
+926
| +12% | +$53.6K | 0.03% | 280 |
|
|
2020
Q3 | $391K | Buy |
+7,647
| New | +$391K | 0.02% | 285 |
|