MRWM
ML&R Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $925K | Buy |
4,401
+34
| +0.8% | +$7.15K | 0.21% | 28 |
|
|
2023
Q4 | $877K | Hold |
4,367
| – | – | 0.2% | 29 |
|
|
2023
Q3 | $772K | Hold |
4,367
| – | – | 0.2% | 28 |
|
|
2023
Q2 | $818K | Hold |
4,367
| – | – | 0.18% | 50 |
|
|
2023
Q1 | $779K | Hold |
4,367
| – | – | 0.21% | 33 |
|
|
2022
Q4 | $761K | Hold |
4,367
| – | – | 0.23% | 30 |
|
|
2022
Q3 | $720K | Hold |
4,367
| – | – | 0.24% | 31 |
|
|
2022
Q2 | $740K | Hold |
4,367
| – | – | 0.33% | 24 |
|
|
2022
Q1 | $896K | Buy |
4,367
+1
| +0% | +$205 | 0.33% | 17 |
|
|
2021
Q4 | $971K | Buy |
+4,366
| New | +$971K | 0.36% | 15 |
|