MFS
Mirabella Financial Services’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,500
| Closed | -$702K | – | 250 |
|
|
2025
Q1 | $702K | Sell |
3,500
-2,700
| -44% | -$541K | 0.03% | 213 |
|
|
2024
Q4 | $1.37M | Buy |
+6,200
| New | +$1.37M | 0.13% | 134 |
|
|
2024
Q3 | – | Sell |
-96,720
| Closed | -$19.6M | – | 316 |
|
|
2024
Q2 | $19.6M | Buy |
96,720
+67,384
| +230% | +$13.7M | 1.43% | 18 |
|
|
2024
Q1 | $6.17M | Buy |
29,336
+20,014
| +215% | +$4.21M | 0.45% | 47 |
|
|
2023
Q4 | $1.9M | Buy |
+9,322
| New | +$1.9M | 0.25% | 88 |
|
|
2023
Q3 | – | Sell |
-6,009
| Closed | -$1.13M | – | 501 |
|
|
2023
Q2 | $1.13M | Sell |
6,009
-1,887
| -24% | -$353K | 0.12% | 179 |
|
|
2023
Q1 | $1.41M | Buy |
7,896
+2,453
| +45% | +$438K | 0.21% | 87 |
|
|
2022
Q4 | $949K | Buy |
+5,443
| New | +$949K | 0.08% | 142 |
|
|
2022
Q3 | – | Sell |
-1,440
| Closed | -$244K | – | 453 |
|
|
2022
Q2 | $244K | Buy |
+1,440
| New | +$244K | 0.02% | 386 |
|