MMG
Monetary Management Group’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Sell |
5,815
-125
| -2% | -$27K | 0.31% | 71 |
|
|
2025
Q1 | $1.18M | Sell |
5,940
-112
| -2% | -$22.3K | 0.32% | 72 |
|
|
2024
Q4 | $1.34M | Buy |
6,052
+55
| +0.9% | +$12.2K | 0.35% | 66 |
|
|
2024
Q3 | $1.32M | Hold |
5,997
| – | – | 0.34% | 67 |
|
|
2024
Q2 | $1.22M | Buy |
5,997
+200
| +3% | +$40.6K | 0.32% | 69 |
|
|
2024
Q1 | $1.22M | Buy |
5,797
+400
| +7% | +$84.1K | 0.34% | 71 |
|
|
2023
Q4 | $1.08M | Sell |
5,397
-790
| -13% | -$159K | 0.34% | 75 |
|
|
2023
Q3 | $1.09M | Buy |
6,187
+150
| +2% | +$26.5K | 0.36% | 68 |
|
|
2023
Q2 | $1.13M | Buy |
6,037
+245
| +4% | +$45.9K | 0.35% | 75 |
|
|
2023
Q1 | $1.03M | Buy |
5,792
+25
| +0.4% | +$4.46K | 0.3% | 84 |
|
|
2022
Q4 | $1.01M | Hold |
5,767
| – | – | 0.32% | 80 |
|
|
2022
Q3 | $951K | Sell |
5,767
-200
| -3% | -$33K | 0.31% | 81 |
|
|
2022
Q2 | $1.01M | Sell |
5,967
-450
| -7% | -$76.2K | 0.32% | 78 |
|
|
2022
Q1 | $1.32M | Sell |
6,417
-900
| -12% | -$185K | 0.35% | 71 |
|
|
2021
Q4 | $1.63M | Buy |
7,317
+117
| +2% | +$26K | 0.4% | 60 |
|
|
2021
Q3 | $1.58M | Buy |
7,200
+725
| +11% | +$159K | 0.43% | 58 |
|
|
2021
Q2 | $1.49M | Hold |
6,475
| – | – | 0.45% | 53 |
|
|
2021
Q1 | $1.43M | Buy |
6,475
+600
| +10% | +$133K | 0.45% | 56 |
|
|
2020
Q4 | $1.15M | Hold |
5,875
| – | – | 0.38% | 63 |
|
|
2020
Q3 | $880K | Sell |
5,875
-1,130
| -16% | -$169K | 0.31% | 76 |
|
|
2020
Q2 | $1M | Buy |
7,005
+1,090
| +18% | +$156K | 0.38% | 67 |
|
|
2020
Q1 | $677K | Sell |
5,915
-2,825
| -32% | -$323K | 0.3% | 82 |
|
|
2019
Q4 | $1.45M | Sell |
8,740
-835
| -9% | -$138K | 0.53% | 55 |
|
|
2019
Q3 | $1.45M | Buy |
9,575
+150
| +2% | +$22.7K | 0.55% | 53 |
|
|
2019
Q2 | $1.47M | Sell |
9,425
-700
| -7% | -$109K | 0.56% | 52 |
|
|
2019
Q1 | $1.55M | Hold |
10,125
| – | – | 0.61% | 48 |
|
|
2018
Q4 | $1.36M | Sell |
10,125
-500
| -5% | -$67K | 0.61% | 47 |
|
|
2018
Q3 | $1.79M | Buy |
10,625
+400
| +4% | +$67.4K | 0.68% | 45 |
|
|
2018
Q2 | $1.68M | Buy |
10,225
+245
| +2% | +$40.1K | 0.68% | 40 |
|
|
2018
Q1 | $1.52M | Buy |
9,980
+50
| +0.5% | +$7.59K | 0.63% | 44 |
|
|
2017
Q4 | $1.51M | Hold |
9,930
| – | – | 0.61% | 46 |
|
|
2017
Q3 | $1.47M | Sell |
9,930
-2,600
| -21% | -$385K | 0.62% | 49 |
|
|
2017
Q2 | $1.77M | Buy |
12,530
+3,715
| +42% | +$524K | 0.72% | 45 |
|
|
2017
Q1 | $1.21M | Buy |
8,815
+200
| +2% | +$27.5K | 0.53% | 62 |
|
|
2016
Q4 | $1.16M | Buy |
8,615
+150
| +2% | +$20.2K | 0.54% | 62 |
|
|
2016
Q3 | $1.05M | Buy |
8,465
+225
| +3% | +$27.9K | 0.49% | 64 |
|
|
2016
Q2 | $947K | Buy |
8,240
+205
| +3% | +$23.6K | 0.44% | 67 |
|
|
2016
Q1 | $889K | Buy |
8,035
+680
| +9% | +$75.2K | 0.43% | 67 |
|
|
2015
Q4 | $828K | Buy |
7,355
+485
| +7% | +$54.6K | 0.4% | 70 |
|
|
2015
Q3 | $750K | Hold |
6,870
| – | – | 0.38% | 69 |
|
|
2015
Q2 | $858K | Buy |
6,870
+1,800
| +36% | +$225K | 0.39% | 73 |
|
|
2015
Q1 | $631K | Buy |
5,070
+10
| +0.2% | +$1.25K | 0.28% | 89 |
|
|
2014
Q4 | $605K | Hold |
5,060
| – | – | 0.27% | 92 |
|
|
2014
Q3 | $553K | Sell |
5,060
-1,300
| -20% | -$142K | 0.26% | 100 |
|
|
2014
Q2 | $756K | Buy |
6,360
+220
| +4% | +$26.2K | 0.35% | 85 |
|
|
2014
Q1 | $714K | Buy |
6,140
+400
| +7% | +$46.5K | 0.33% | 90 |
|
|
2013
Q4 | $662K | Buy |
5,740
+10
| +0.2% | +$1.15K | 0.31% | 91 |
|
|
2013
Q3 | $611K | Hold |
5,730
| – | – | 0.32% | 90 |
|
|
2013
Q2 | $555K | Buy |
+5,730
| New | +$555K | 0.3% | 95 |
|