MCWA
Meadow Creek Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,938
| Closed | -$387K | – | 147 |
|
|
2025
Q1 | $387K | Hold |
1,938
| – | – | 0.29% | 69 |
|
|
2024
Q4 | $428K | Hold |
1,938
| – | – | 0.31% | 70 |
|
|
2024
Q3 | $428K | Hold |
1,938
| – | – | 0.34% | 72 |
|
|
2024
Q2 | $393K | Hold |
1,938
| – | – | 0.37% | 66 |
|
|
2024
Q1 | $408K | Buy |
+1,938
| New | +$408K | 0.28% | 80 |
|