MW
MBL Wealth’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Sell |
6,202
-438
| -7% | -$94.5K | 0.13% | 87 |
|
|
2025
Q1 | $1.32M | Sell |
6,640
-184
| -3% | -$36.7K | 0.13% | 77 |
|
|
2024
Q4 | $1.51M | Sell |
6,824
-45
| -0.7% | -$9.94K | 0.15% | 79 |
|
|
2024
Q3 | $1.52M | Hold |
6,869
| – | – | 0.16% | 73 |
|
|
2024
Q2 | $1.39M | Sell |
6,869
-45
| -0.7% | -$9.13K | 0.16% | 72 |
|
|
2024
Q1 | $1.45M | Buy |
6,914
+1,300
| +23% | +$273K | 0.16% | 66 |
|
|
2023
Q4 | $1.13M | Sell |
5,614
-63
| -1% | -$12.6K | 0.14% | 75 |
|
|
2023
Q3 | $1M | Sell |
5,677
-70
| -1% | -$12.4K | 0.14% | 71 |
|
|
2023
Q2 | $1.08M | Sell |
5,747
-628
| -10% | -$118K | 0.15% | 68 |
|
|
2023
Q1 | $1.14M | Sell |
6,375
-79
| -1% | -$14.1K | 0.18% | 60 |
|
|
2022
Q4 | $1.13M | Sell |
6,454
-204
| -3% | -$35.6K | 0.22% | 62 |
|
|
2022
Q3 | $1.1M | Sell |
6,658
-1,493
| -18% | -$246K | 0.24% | 62 |
|
|
2022
Q2 | $1.38M | Buy |
8,151
+1,156
| +17% | +$196K | 0.34% | 54 |
|
|
2022
Q1 | $1.44M | Buy |
+6,995
| New | +$1.44M | 0.35% | 52 |
|
|
2021
Q1 | $1.63M | Sell |
7,371
-325
| -4% | -$71.8K | 0.57% | 42 |
|
|
2020
Q4 | $1.51M | Buy |
+7,696
| New | +$1.51M | 0.6% | 38 |
|