Mechanics Financial Corp’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 | $2.04M | Sell |
9,447
-194
| -2% | -$41.9K | 0.87% | 22 |
|
|
2025
Q1 | $1.92M | Sell |
9,641
-140
| -1% | -$27.9K | 0.87% | 23 |
|
|
2024
Q4 | $2.16M | Sell |
9,781
-222
| -2% | -$49.1K | 0.97% | 22 |
|
|
2024
Q3 | $2.21M | Sell |
10,003
-573
| -5% | -$127K | 0.97% | 22 |
|
|
2024
Q2 | $2.15M | Sell |
10,576
-259
| -2% | -$52.5K | 1.1% | 20 |
|
|
2024
Q1 | $2.28M | Sell |
10,835
-570
| -5% | -$120K | 1.19% | 19 |
|
|
2023
Q4 | $2.29M | Sell |
11,405
-1,556
| -12% | -$312K | 1.29% | 17 |
|
|
2023
Q3 | $2.29M | Sell |
12,961
-55
| -0.4% | -$9.72K | 1.26% | 14 |
|
|
2023
Q2 | $2.44M | Sell |
13,016
-179
| -1% | -$33.5K | 1.32% | 14 |
|
|
2023
Q1 | $2.35M | Sell |
13,195
-33
| -0.2% | -$5.89K | 1.37% | 13 |
|
|
2022
Q4 | $2.31M | Buy |
13,228
+1
| +0% | +$174 | 1.37% | 14 |
|
|
2022
Q3 | $2.18M | Sell |
13,227
-53
| -0.4% | -$8.74K | 1.42% | 13 |
|
|
2022
Q2 | $2.25M | Buy |
13,280
+214
| +2% | +$36.2K | 1.35% | 15 |
|
|
2022
Q1 | $2.68M | Buy |
13,066
+21
| +0.2% | +$4.31K | 1.38% | 11 |
|
|
2021
Q4 | $2.9M | Buy |
+13,045
| New | +$2.9M | 1.37% | 11 |
|