MMPW
Mitchell McLeod Pugh & Williams’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267K | Hold |
1,238
| – | – | 0.05% | 240 |
|
|
2025
Q1 | $247K | Sell |
1,238
-16
| -1% | -$3.19K | 0.05% | 239 |
|
|
2024
Q4 | $277K | Buy |
1,254
+11
| +0.9% | +$2.43K | 0.06% | 218 |
|
|
2024
Q3 | $275K | Sell |
1,243
-71
| -5% | -$15.7K | 0.06% | 232 |
|
|
2024
Q2 | $267K | Hold |
1,314
| – | – | 0.06% | 224 |
|
|
2024
Q1 | $276K | Buy |
1,314
+2
| +0.2% | +$421 | 0.07% | 221 |
|
|
2023
Q4 | $263K | Sell |
1,312
-3
| -0.2% | -$602 | 0.07% | 215 |
|
|
2023
Q3 | $232K | Sell |
1,315
-250
| -16% | -$44.2K | 0.07% | 220 |
|
|
2023
Q2 | $293K | Sell |
1,565
-212
| -12% | -$39.7K | 0.08% | 204 |
|
|
2023
Q1 | $317K | Sell |
1,777
-522
| -23% | -$93.1K | 0.1% | 198 |
|
|
2022
Q4 | $401K | Buy |
2,299
+188
| +9% | +$32.8K | 0.14% | 167 |
|
|
2022
Q3 | $348K | Buy |
+2,111
| New | +$348K | 0.13% | 164 |
|
|
2020
Q4 | – | Sell |
-3,938
| Closed | -$590K | – | 208 |
|
|
2020
Q3 | $590K | Buy |
+3,938
| New | +$590K | 0.3% | 107 |
|