MB, Levis & Associates’s iShares Russell 2000 ETF IWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$14.5K Hold
2025
Q1
$13.4K Hold
2024
Q4
$14.8K Hold
2024
Q3
$14.8K Hold
2024
Q2
$13.6K Hold
2024
Q1
$14.1K Hold
2023
Q4
$13.4K Hold
2023
Q3
$11.8K Hold
2023
Q2
$12.5K Hold
2023
Q1
$12K Hold
2022
Q4
$11.7K Buy