MGW
MB Generational Wealth’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $545K | Sell |
2,730
-30
| -1% | -$5.99K | 0.41% | 31 |
|
|
2024
Q4 | $610K | Hold |
2,760
| – | – | 0.45% | 29 |
|
|
2024
Q3 | $610K | Sell |
2,760
-5
| -0.2% | -$1.1K | 0.44% | 28 |
|
|
2024
Q2 | $561K | Hold |
2,765
| – | – | 0.43% | 27 |
|
|
2024
Q1 | $581K | Hold |
2,765
| – | – | 0.46% | 26 |
|
|
2023
Q4 | $555K | Buy |
+2,765
| New | +$555K | 0.52% | 25 |
|