MeadowBrook Investment 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 | $50.5K | Hold |
234
| – | – | 0.05% | 185 |
|
|
2025
Q1 | $46.7K | Hold |
234
| – | – | 0.04% | 181 |
|
|
2024
Q4 | $51.7K | Hold |
234
| – | – | 0.05% | 177 |
|
|
2024
Q3 | $51.7K | Hold |
234
| – | – | 0.05% | 171 |
|
|
2024
Q2 | $47.5K | Buy |
234
+199
| +569% | +$40.4K | 0.04% | 172 |
|
|
2024
Q1 | $9.48K | Sell |
35
-199
| -85% | -$53.9K | 0.01% | 243 |
|
|
2023
Q4 | $47K | Buy |
+234
| New | +$47K | 0.04% | 171 |
|