MBA Advisors’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 | $309K | Hold |
1,432
| – | – | 0.14% | 106 |
|
|
2025
Q1 | $286K | Hold |
1,432
| – | – | 0.14% | 111 |
|
|
2024
Q4 | $316K | Sell |
1,432
-2,583
| -64% | -$571K | 0.16% | 101 |
|
|
2024
Q3 | $887K | Sell |
4,015
-1,078
| -21% | -$238K | 0.43% | 58 |
|
|
2024
Q2 | $1.03M | Sell |
5,093
-663
| -12% | -$135K | 0.53% | 47 |
|
|
2024
Q1 | $1.21M | Buy |
5,756
+720
| +14% | +$151K | 0.63% | 38 |
|
|
2023
Q4 | $1.01M | Hold |
5,036
| – | – | 0.56% | 43 |
|
|
2023
Q3 | $890K | Hold |
5,036
| – | – | 0.55% | 47 |
|
|
2023
Q2 | $943K | Hold |
5,036
| – | – | 0.56% | 45 |
|
|
2023
Q1 | $898K | Hold |
5,036
| – | – | 0.56% | 49 |
|
|
2022
Q4 | $878K | Hold |
5,036
| – | – | 0.57% | 49 |
|
|
2022
Q3 | $831K | Hold |
5,036
| – | – | 0.6% | 45 |
|
|
2022
Q2 | $853K | Sell |
5,036
-300
| -6% | -$50.8K | 0.59% | 47 |
|
|
2022
Q1 | $1.1M | Hold |
5,336
| – | – | 0.68% | 41 |
|
|
2021
Q4 | $1.19M | Buy |
5,336
+2,583
| +94% | +$575K | 0.74% | 36 |
|
|
2021
Q3 | $602K | Sell |
2,753
-328
| -11% | -$71.7K | 0.44% | 62 |
|
|
2021
Q2 | $707 | Sell |
3,081
-550
| -15% | -$126 | 0.33% | 54 |
|
|
2021
Q1 | $802 | Buy |
+3,631
| New | +$802 | 0.44% | 43 |
|