ML&R Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$925K Buy
2023
Q4
$877K Hold
2023
Q3
$772K Hold
2023
Q2
$818K Hold
2023
Q1
$779K Hold
2022
Q4
$761K Hold
2022
Q3
$720K Hold
2022
Q2
$740K Hold
2022
Q1
$896K Buy
2021
Q4
$971K Buy