MKD Wealth Coaches’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
Q1 | – | Sell |
-2,613
| Closed | -$577K | – | 27 |
|
|
2024
Q4 | $577K | Buy |
+2,613
| New | +$577K | 0.58% | 12 |
|
|
2019
Q3 | – | Sell |
-70
| Closed | -$11K | – | 123 |
|
|
2019
Q2 | $11K | Hold |
70
| – | – | 0.01% | 148 |
|
|
2019
Q1 | $11K | Sell |
70
-1
| -1% | -$157 | 0.01% | 136 |
|
|
2018
Q4 | $10K | Buy |
+71
| New | +$10K | 0.01% | 127 |
|