MBA Advisors’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 | $346K | Hold |
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|
2025
Q2 | $309K | Hold |
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|
2025
Q1 | $286K | Hold |
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|
2024
Q4 | $316K | Sell |
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|
2024
Q3 | $887K | Sell |
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|
2024
Q2 | $1.03M | Sell |
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|
2024
Q1 | $1.21M | Buy |
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|
2023
Q4 | $1.01M | Hold |
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|
2023
Q3 | $890K | Hold |
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|
2023
Q2 | $943K | Hold |
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|
2023
Q1 | $898K | Hold |
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|
2022
Q4 | $878K | Hold |
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|
2022
Q3 | $831K | Hold |
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|
2022
Q2 | $853K | Sell |
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|
2022
Q1 | $1.09M | Hold |
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|
2021
Q4 | $1.19M | Buy |
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|
2021
Q3 | $602K | Sell |
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|
2021
Q2 | $707 | Sell |
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|
2021
Q1 | $802 | Buy |
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