MGO One Seven’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 | $622K | Sell |
2,884
-1,188
| -29% | -$256K | 0.02% | 644 |
|
|
2025
Q1 | $812K | Sell |
4,072
-2,673
| -40% | -$533K | 0.03% | 488 |
|
|
2024
Q4 | $1.49M | Buy |
6,745
+106
| +2% | +$23.4K | 0.06% | 332 |
|
|
2024
Q3 | $1.47M | Buy |
6,639
+1,117
| +20% | +$247K | 0.06% | 310 |
|
|
2024
Q2 | $1.12M | Buy |
5,522
+477
| +9% | +$96.8K | 0.05% | 349 |
|
|
2024
Q1 | $1.06M | Sell |
5,045
-2,434
| -33% | -$512K | 0.06% | 334 |
|
|
2023
Q4 | $1.5M | Sell |
7,479
-1,257
| -14% | -$252K | 0.09% | 246 |
|
|
2023
Q3 | $1.54M | Buy |
8,736
+2,612
| +43% | +$462K | 0.12% | 194 |
|
|
2023
Q2 | $1.15M | Buy |
6,124
+3,651
| +148% | +$684K | 0.11% | 221 |
|
|
2023
Q1 | $441K | Sell |
2,473
-1,028
| -29% | -$183K | 0.03% | 518 |
|
|
2022
Q4 | $610K | Buy |
3,501
+975
| +39% | +$170K | 0.06% | 334 |
|
|
2022
Q3 | $922 | Buy |
2,526
+1,293
| +105% | +$472 | 0.04% | 262 |
|
|
2022
Q2 | $209K | Sell |
1,233
-310
| -20% | -$52.5K | 0.03% | 566 |
|
|
2022
Q1 | $317K | Buy |
1,543
+65
| +4% | +$13.4K | 0.03% | 489 |
|
|
2021
Q4 | $329K | Sell |
1,478
-5,851
| -80% | -$1.3M | 0.03% | 470 |
|
|
2021
Q3 | $1.67M | Buy |
7,329
+6,022
| +461% | +$1.37M | 0.21% | 123 |
|
|
2021
Q2 | $300K | Sell |
1,307
-617
| -32% | -$142K | 0.04% | 448 |
|
|
2021
Q1 | $425K | Buy |
1,924
+218
| +13% | +$48.2K | 0.07% | 331 |
|
|
2020
Q4 | $335K | Sell |
1,706
-1,509
| -47% | -$296K | 0.07% | 341 |
|
|
2020
Q3 | $482K | Buy |
3,215
+65
| +2% | +$9.75K | 0.11% | 241 |
|
|
2020
Q2 | $451K | Buy |
+3,150
| New | +$451K | 0.12% | 242 |
|
|
2020
Q1 | – | Sell |
-1,417
| Closed | -$234K | – | 428 |
|
|
2019
Q4 | $234K | Sell |
1,417
-11
| -0.8% | -$1.82K | 0.06% | 377 |
|
|
2019
Q3 | $216K | Buy |
+1,428
| New | +$216K | 0.06% | 386 |
|
|
2019
Q1 | – | Sell |
-91
| Closed | -$12K | – | 1023 |
|
|
2018
Q4 | $12K | Buy |
+91
| New | +$12K | 0.01% | 1078 |
|
|
2018
Q1 | $15K | Hold |
96
| – | – | 0.01% | 960 |
|
|
2017
Q4 | $15K | Buy |
+96
| New | +$15K | 0.01% | 949 |
|