MFT
Moisand Fitzgerald Tamayo’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $988K | Hold |
4,580
| – | – | 0.13% | 49 |
|
|
2025
Q1 | $914K | Sell |
4,580
-63
| -1% | -$12.6K | 0.13% | 51 |
|
|
2024
Q4 | $1.03M | Sell |
4,643
-144
| -3% | -$31.8K | 0.15% | 49 |
|
|
2024
Q3 | $1.06M | Sell |
4,787
-5
| -0.1% | -$1.1K | 0.15% | 50 |
|
|
2024
Q2 | $972K | Hold |
4,792
| – | – | 0.15% | 49 |
|
|
2024
Q1 | $1.01M | Sell |
4,792
-54
| -1% | -$11.4K | 0.15% | 50 |
|
|
2023
Q4 | $973K | Sell |
4,846
-217
| -4% | -$43.6K | 0.17% | 50 |
|
|
2023
Q3 | $895K | Sell |
5,063
-15
| -0.3% | -$2.65K | 0.19% | 46 |
|
|
2023
Q2 | $951K | Sell |
5,078
-2
| -0% | -$375 | 0.19% | 46 |
|
|
2023
Q1 | $906K | Hold |
5,080
| – | – | 0.19% | 49 |
|
|
2022
Q4 | $886K | Sell |
5,080
-1
| -0% | -$174 | 0.2% | 55 |
|
|
2022
Q3 | $838K | Sell |
5,081
-3
| -0.1% | -$495 | 0.23% | 50 |
|
|
2022
Q2 | $861K | Buy |
5,084
+1,303
| +34% | +$221K | 0.23% | 48 |
|
|
2022
Q1 | $776K | Sell |
3,781
-1,443
| -28% | -$296K | 0.35% | 39 |
|
|
2021
Q4 | $1.16M | Buy |
5,224
+100
| +2% | +$22.2K | 0.33% | 45 |
|
|
2021
Q3 | $1.12M | Buy |
5,124
+14
| +0.3% | +$3.06K | 0.38% | 45 |
|
|
2021
Q2 | $1.17M | Sell |
5,110
-12
| -0.2% | -$2.75K | 0.43% | 40 |
|
|
2021
Q1 | $1.13M | Sell |
5,122
-69
| -1% | -$15.3K | 0.49% | 35 |
|
|
2020
Q4 | $1.02M | Sell |
5,191
-59
| -1% | -$11.6K | 0.46% | 37 |
|
|
2020
Q3 | $786K | Sell |
5,250
-47
| -0.9% | -$7.04K | 0.41% | 40 |
|
|
2020
Q2 | $758K | Buy |
5,297
+16
| +0.3% | +$2.29K | 0.42% | 39 |
|
|
2020
Q1 | $604K | Sell |
5,281
-756
| -13% | -$86.5K | 0.39% | 39 |
|
|
2019
Q4 | $1M | Sell |
6,037
-16
| -0.3% | -$2.65K | 0.52% | 33 |
|
|
2019
Q3 | $916K | Hold |
6,053
| – | – | 0.5% | 33 |
|
|
2019
Q2 | $941K | Sell |
6,053
-73
| -1% | -$11.3K | 0.51% | 33 |
|
|
2019
Q1 | $938K | Hold |
6,126
| – | – | 0.52% | 33 |
|
|
2018
Q4 | $820K | Sell |
6,126
-175
| -3% | -$23.4K | 0.51% | 33 |
|
|
2018
Q3 | $1.06M | Buy |
6,301
+131
| +2% | +$22.1K | 0.59% | 28 |
|
|
2018
Q2 | $1.01M | Sell |
6,170
-59
| -0.9% | -$9.66K | 0.59% | 28 |
|
|
2018
Q1 | $946K | Hold |
6,229
| – | – | 0.56% | 32 |
|
|
2017
Q4 | $950K | Sell |
6,229
-127
| -2% | -$19.4K | 0.55% | 28 |
|
|
2017
Q3 | $942K | Sell |
6,356
-398
| -6% | -$59K | 0.57% | 27 |
|
|
2017
Q2 | $952K | Sell |
6,754
-67
| -1% | -$9.44K | 0.65% | 26 |
|
|
2017
Q1 | $938K | Sell |
6,821
-26
| -0.4% | -$3.58K | 0.66% | 26 |
|
|
2016
Q4 | $923K | Sell |
6,847
-522
| -7% | -$70.4K | 0.68% | 27 |
|
|
2016
Q3 | $915K | Sell |
7,369
-25
| -0.3% | -$3.1K | 0.69% | 28 |
|
|
2016
Q2 | $850K | Sell |
7,394
-399
| -5% | -$45.9K | 0.69% | 28 |
|
|
2016
Q1 | $862K | Sell |
7,793
-357
| -4% | -$39.5K | 0.7% | 28 |
|
|
2015
Q4 | $918K | Buy |
+8,150
| New | +$918K | 0.79% | 29 |
|