MMA Asset Management’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
Q2 | $230K | Sell |
1,066
-1,995
| -65% | -$430K | 0.09% | 153 |
|
|
2025
Q1 | $611K | Buy |
3,061
+162
| +6% | +$32.3K | 0.26% | 66 |
|
|
2024
Q4 | $641K | Sell |
2,899
-4,237
| -59% | -$936K | 0.28% | 61 |
|
|
2024
Q3 | $1.44M | Buy |
7,136
+3,336
| +88% | +$673K | 0.38% | 47 |
|
|
2024
Q2 | $771K | Buy |
3,800
+124
| +3% | +$25.2K | 0.36% | 52 |
|
|
2024
Q1 | $749K | Sell |
3,676
-21
| -0.6% | -$4.28K | 0.35% | 54 |
|
|
2023
Q4 | $742K | Buy |
3,697
+566
| +18% | +$114K | 0.39% | 51 |
|
|
2023
Q3 | $553K | Buy |
3,131
+525
| +20% | +$92.8K | 0.32% | 58 |
|
|
2023
Q2 | $488K | Buy |
2,606
+589
| +29% | +$110K | 0.29% | 66 |
|
|
2023
Q1 | $360K | Buy |
+2,017
| New | +$360K | 0.26% | 61 |
|
|
2021
Q1 | – | Sell |
-1,301
| Closed | -$255K | – | 91 |
|
|
2020
Q4 | $255K | Buy |
+1,301
| New | +$255K | 0.25% | 69 |
|