MWM
Mattern Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $918K | Hold |
4,252
| – | – | 0.19% | 65 |
|
|
2025
Q1 | $848K | Hold |
4,252
| – | – | 0.19% | 73 |
|
|
2024
Q4 | $940K | Sell |
4,252
-25
| -0.6% | -$5.53K | 0.21% | 69 |
|
|
2024
Q3 | $945K | Sell |
4,277
-25
| -0.6% | -$5.52K | 0.21% | 74 |
|
|
2024
Q2 | $873K | Sell |
4,302
-50
| -1% | -$10.1K | 0.21% | 80 |
|
|
2024
Q1 | $915K | Hold |
4,352
| – | – | 0.22% | 89 |
|
|
2023
Q4 | $874K | Hold |
4,352
| – | – | 0.22% | 89 |
|
|
2023
Q3 | $769K | Sell |
4,352
-177
| -4% | -$31.3K | 0.23% | 91 |
|
|
2023
Q2 | $848K | Sell |
4,529
-92
| -2% | -$17.2K | 0.25% | 87 |
|
|
2023
Q1 | $824K | Buy |
4,621
+105
| +2% | +$18.7K | 0.27% | 91 |
|
|
2022
Q4 | $787K | Buy |
4,516
+50
| +1% | +$8.72K | 0.32% | 80 |
|
|
2022
Q3 | $737K | Sell |
4,466
-15
| -0.3% | -$2.48K | 0.3% | 78 |
|
|
2022
Q2 | $759K | Hold |
4,481
| – | – | 0.3% | 77 |
|
|
2022
Q1 | $920K | Hold |
4,481
| – | – | 0.3% | 75 |
|
|
2021
Q4 | $997K | Sell |
4,481
-2,496
| -36% | -$555K | 0.29% | 80 |
|
|
2021
Q3 | $1.53M | Sell |
6,977
-37,701
| -84% | -$8.25M | 0.51% | 54 |
|
|
2021
Q2 | $9.6M | Buy |
44,678
+4,031
| +10% | +$867K | 3.06% | 6 |
|
|
2021
Q1 | $8.98M | Buy |
40,647
+37,693
| +1,276% | +$8.33M | 3.17% | 9 |
|
|
2020
Q4 | $579K | Buy |
2,954
+200
| +7% | +$39.2K | 0.22% | 95 |
|
|
2020
Q3 | $413K | Buy |
2,754
+100
| +4% | +$15K | 0.18% | 110 |
|
|
2020
Q2 | $380K | Sell |
2,654
-817
| -24% | -$117K | 0.18% | 102 |
|
|
2020
Q1 | $397K | Sell |
3,471
-5,696
| -62% | -$651K | 0.29% | 88 |
|
|
2019
Q4 | $1.52M | Buy |
+9,167
| New | +$1.52M | 0.91% | 43 |
|