MidAtlantic Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$944K Hold
2025
Q2
$842K Hold
2025
Q1
$778K Buy
2024
Q4
$840K Hold
2024
Q3
$839K Buy
2024
Q2
$767K Hold
2024
Q1
$795K Hold
2023
Q4
$759K Buy