MidAtlantic Capital Management’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 | $842K | Hold |
3,900
| – | – | 0.6% | 44 |
|
|
2025
Q1 | $778K | Buy |
3,900
+100
| +3% | +$19.9K | 0.61% | 44 |
|
|
2024
Q4 | $840K | Hold |
3,800
| – | – | 0.62% | 42 |
|
|
2024
Q3 | $839K | Buy |
3,800
+19
| +0.5% | +$4.2K | 0.61% | 44 |
|
|
2024
Q2 | $767K | Hold |
3,781
| – | – | 0.64% | 41 |
|
|
2024
Q1 | $795K | Hold |
3,781
| – | – | 0.7% | 39 |
|
|
2023
Q4 | $759K | Buy |
+3,781
| New | +$759K | 0.74% | 37 |
|