MWP
Moller Wealth Partners’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.52M | Sell |
39,472
-138
| -0.3% | -$29.8K | 1.88% | 18 |
|
|
2025
Q1 | $7.9M | Sell |
39,610
-88
| -0.2% | -$17.6K | 1.95% | 18 |
|
|
2024
Q4 | $8.77M | Sell |
39,698
-1,173
| -3% | -$259K | 2.31% | 16 |
|
|
2024
Q3 | $9.03M | Sell |
40,871
-1,751
| -4% | -$387K | 2.26% | 16 |
|
|
2024
Q2 | $8.65M | Sell |
42,622
-780
| -2% | -$158K | 2.31% | 16 |
|
|
2024
Q1 | $9.13M | Sell |
43,402
-443
| -1% | -$93.2K | 2.47% | 16 |
|
|
2023
Q4 | $8.8M | Sell |
43,845
-858
| -2% | -$172K | 2.48% | 16 |
|
|
2023
Q3 | $7.9M | Sell |
44,703
-338
| -0.8% | -$59.7K | 2.51% | 16 |
|
|
2023
Q2 | $8.43M | Hold |
45,041
| – | – | 2.58% | 15 |
|
|
2023
Q1 | $8.04M | Buy |
45,041
+41
| +0.1% | +$7.31K | 2.48% | 17 |
|
|
2022
Q4 | $7.85M | Sell |
45,000
-118
| -0.3% | -$20.6K | 2.52% | 16 |
|
|
2022
Q3 | $7.44M | Hold |
45,118
| – | – | 2.68% | 14 |
|
|
2022
Q2 | $7.64M | Hold |
45,118
| – | – | 2.59% | 15 |
|
|
2022
Q1 | $9.26M | Buy |
45,118
+3,015
| +7% | +$619K | 2.88% | 14 |
|
|
2021
Q4 | $9.37M | Sell |
42,103
-3,386
| -7% | -$753K | 2.99% | 13 |
|
|
2021
Q3 | $9.95M | Hold |
45,489
| – | – | 3.29% | 13 |
|
|
2021
Q2 | $10.4M | Hold |
45,489
| – | – | 3.43% | 12 |
|
|
2021
Q1 | $10.1M | Sell |
45,489
-3,826
| -8% | -$845K | 3.5% | 11 |
|
|
2020
Q4 | $9.67M | Sell |
49,315
-13,327
| -21% | -$2.61M | 4% | 8 |
|
|
2020
Q3 | $9.38M | Sell |
62,642
-3,012
| -5% | -$451K | 4.2% | 9 |
|
|
2020
Q2 | $9.4M | Sell |
65,654
-6,220
| -9% | -$891K | 4.11% | 9 |
|
|
2020
Q1 | $8.23M | Sell |
71,874
-573
| -0.8% | -$65.6K | 4.26% | 10 |
|
|
2019
Q4 | $12M | Sell |
72,447
-254
| -0.3% | -$42.1K | 5.31% | 8 |
|
|
2019
Q3 | $11M | Hold |
72,701
| – | – | 5.32% | 8 |
|
|
2019
Q2 | $11.3M | Sell |
72,701
-23
| -0% | -$3.58K | 5.79% | 8 |
|
|
2019
Q1 | $11.1M | Sell |
72,724
-460
| -0.6% | -$70.4K | 4.99% | 6 |
|
|
2018
Q4 | $10.4M | Buy |
73,184
+2,386
| +3% | +$339K | 6.8% | 6 |
|
|
2018
Q3 | $11.9M | Sell |
70,798
-494
| -0.7% | -$83.3K | 5.23% | 7 |
|
|
2018
Q2 | $11.7M | Sell |
71,292
-5,332
| -7% | -$873K | 4.53% | 9 |
|
|
2018
Q1 | $11.6M | Sell |
76,624
-495
| -0.6% | -$75.2K | 5.04% | 10 |
|
|
2017
Q4 | $11.8M | Sell |
77,119
-646
| -0.8% | -$98.5K | 4.48% | 9 |
|
|
2017
Q3 | $11.5M | Sell |
77,765
-10
| -0% | -$1.48K | 4.41% | 10 |
|
|
2017
Q2 | $11M | Sell |
77,775
-4,767
| -6% | -$672K | 4.61% | 10 |
|
|
2017
Q1 | $11.3M | Hold |
82,542
| – | – | 4.96% | 9 |
|
|
2016
Q4 | $11.1M | Buy |
82,542
+4,518
| +6% | +$609K | 5.49% | 8 |
|
|
2016
Q3 | $9.69M | Sell |
78,024
-3,537
| -4% | -$439K | 4.46% | 9 |
|
|
2016
Q2 | $9.38M | Sell |
81,561
-2,305
| -3% | -$265K | 4.59% | 9 |
|
|
2016
Q1 | $9.28M | Sell |
83,866
-259
| -0.3% | -$28.7K | 5.45% | 9 |
|
|
2015
Q4 | $9.47M | Buy |
84,125
+998
| +1% | +$112K | 5.22% | 8 |
|
|
2015
Q3 | $9.08M | Sell |
83,127
-16,466
| -17% | -$1.8M | 8.41% | 5 |
|
|
2015
Q2 | $12.4M | Sell |
99,593
-532
| -0.5% | -$66.4K | 5.65% | 8 |
|
|
2015
Q1 | $12.5M | Buy |
100,125
+1,194
| +1% | +$149K | 5.75% | 7 |
|
|
2014
Q4 | $11.8M | Sell |
98,931
-1,234
| -1% | -$148K | 5.85% | 7 |
|
|
2014
Q3 | $10.9M | Sell |
100,165
-1,122
| -1% | -$123K | 5.16% | 8 |
|
|
2014
Q2 | $12M | Sell |
101,287
-17,769
| -15% | -$2.11M | 5.47% | 9 |
|
|
2014
Q1 | $13.9M | Sell |
119,056
-877
| -0.7% | -$102K | 7.07% | 8 |
|
|
2013
Q4 | $13.8M | Sell |
119,933
-1,639
| -1% | -$189K | 7.43% | 6 |
|
|
2013
Q3 | $13M | Sell |
121,572
-1,450
| -1% | -$155K | 8.14% | 4 |
|
|
2013
Q2 | $11.9M | Buy |
+123,022
| New | +$11.9M | 8.71% | 5 |
|