MHR
Matthew Hamilton Rosenberg’s iShares Russell 2000 ETF IWM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $179K | Buy |
830
+23
| +3% | +$4.96K | 0.04% | 222 |
|
2025
Q1 | $161K | Hold |
807
| – | – | 0.04% | 219 |
|
2024
Q4 | $178K | Hold |
807
| – | – | 0.05% | 204 |
|
2024
Q3 | $178K | Hold |
807
| – | – | 0.05% | 207 |
|
2024
Q2 | $162K | Sell |
807
-408
| -34% | -$82.1K | 0.05% | 205 |
|
2024
Q1 | $253K | Hold |
1,215
| – | – | 0.07% | 149 |
|
2023
Q4 | $244K | Hold |
1,215
| – | – | 0.08% | 148 |
|
2023
Q3 | $215K | Hold |
1,215
| – | – | 0.07% | 149 |
|
2023
Q2 | $228K | Hold |
1,215
| – | – | 0.08% | 148 |
|
2023
Q1 | $217K | Hold |
1,215
| – | – | 0.07% | 170 |
|
2022
Q4 | $212K | Hold |
1,215
| – | – | 0.07% | 170 |
|
2022
Q3 | $200K | Hold |
1,215
| – | – | 0.08% | 161 |
|
2022
Q2 | $208K | Hold |
1,215
| – | – | 0.08% | 161 |
|
2022
Q1 | $249K | Hold |
1,215
| – | – | 0.09% | 155 |
|
2021
Q4 | $270K | Hold |
1,215
| – | – | 0.1% | 132 |
|
2021
Q3 | $266K | Hold |
1,215
| – | – | 0.11% | 122 |
|
2021
Q2 | $279K | Hold |
1,215
| – | – | 0.15% | 88 |
|
2021
Q1 | $268K | Hold |
1,215
| – | – | 0.15% | 85 |
|
2020
Q4 | $238K | Hold |
1,215
| – | – | 0.15% | 86 |
|
2020
Q3 | $182K | Hold |
1,215
| – | – | 0.13% | 100 |
|
2020
Q2 | $174K | Sell |
1,215
-2,406
| -66% | -$345K | 0.14% | 99 |
|
2020
Q1 | $167K | Buy |
+3,621
| New | +$167K | 0.17% | 64 |
|