MB, Levis & Associates’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.5K | Hold |
67
| – | – | 0.01% | 177 |
|
|
2025
Q1 | $13.4K | Hold |
67
| – | – | 0.01% | 177 |
|
|
2024
Q4 | $14.8K | Hold |
67
| – | – | 0.01% | 171 |
|
|
2024
Q3 | $14.8K | Hold |
67
| – | – | 0.01% | 176 |
|
|
2024
Q2 | $13.6K | Hold |
67
| – | – | 0.01% | 178 |
|
|
2024
Q1 | $14.1K | Hold |
67
| – | – | 0.01% | 173 |
|
|
2023
Q4 | $13.4K | Hold |
67
| – | – | 0.01% | 174 |
|
|
2023
Q3 | $11.8K | Hold |
67
| – | – | 0.01% | 182 |
|
|
2023
Q2 | $12.5K | Hold |
67
| – | – | 0.01% | 184 |
|
|
2023
Q1 | $12K | Hold |
67
| – | – | 0.01% | 188 |
|
|
2022
Q4 | $11.7K | Buy |
+67
| New | +$11.7K | 0.01% | 173 |
|