MAWCM
Mine & Arao Wealth Creation & Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Sell |
1,289
-98
| -7% | -$21.1K | 0.12% | 65 |
|
|
2025
Q1 | $277K | Sell |
1,387
-47
| -3% | -$9.37K | 0.13% | 62 |
|
|
2024
Q4 | $317K | Sell |
1,434
-86
| -6% | -$19K | 0.15% | 57 |
|
|
2024
Q3 | $336K | Buy |
1,520
+4
| +0.3% | +$883 | 0.16% | 59 |
|
|
2024
Q2 | $308K | Sell |
1,516
-48
| -3% | -$9.74K | 0.15% | 59 |
|
|
2024
Q1 | $329K | Sell |
1,564
-21
| -1% | -$4.42K | 0.16% | 59 |
|
|
2023
Q4 | $318K | Buy |
1,585
+9
| +0.6% | +$1.81K | 0.17% | 57 |
|
|
2023
Q3 | $278K | Sell |
1,576
-61
| -4% | -$10.8K | 0.17% | 56 |
|
|
2023
Q2 | $306K | Buy |
1,637
+4
| +0.2% | +$749 | 0.18% | 56 |
|
|
2023
Q1 | $291K | Sell |
1,633
-82
| -5% | -$14.6K | 0.19% | 58 |
|
|
2022
Q4 | $299K | Buy |
1,715
+12
| +0.7% | +$2.09K | 0.22% | 52 |
|
|
2022
Q3 | $281K | Hold |
1,703
| – | – | 0.21% | 53 |
|
|
2022
Q2 | $288K | Buy |
1,703
+136
| +9% | +$23K | 0.2% | 54 |
|
|
2022
Q1 | $322K | Buy |
1,567
+2
| +0.1% | +$411 | 0.19% | 54 |
|
|
2021
Q4 | $348K | Buy |
1,565
+5
| +0.3% | +$1.11K | 0.19% | 53 |
|
|
2021
Q3 | $341K | Sell |
1,560
-200
| -11% | -$43.7K | 0.2% | 54 |
|
|
2021
Q2 | $404K | Buy |
1,760
+1
| +0.1% | +$230 | 0.24% | 50 |
|
|
2021
Q1 | $389K | Hold |
1,759
| – | – | 0.26% | 50 |
|
|
2020
Q4 | $345K | Buy |
1,759
+1
| +0.1% | +$196 | 0.25% | 47 |
|
|
2020
Q3 | $263K | Buy |
1,758
+2
| +0.1% | +$299 | 0.22% | 53 |
|
|
2020
Q2 | $251K | Buy |
1,756
+2
| +0.1% | +$286 | 0.24% | 47 |
|
|
2020
Q1 | $201K | Sell |
1,754
-332
| -16% | -$38K | 0.23% | 49 |
|
|
2019
Q4 | $346K | Buy |
+2,086
| New | +$346K | 0.32% | 41 |
|