MWA
Monograph Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $866K | Sell |
4,015
-457
| -10% | -$98.6K | 0.11% | 56 |
|
|
2025
Q1 | $892K | Hold |
4,472
| – | – | 0.12% | 53 |
|
|
2024
Q4 | $988K | Hold |
4,472
| – | – | 0.13% | 50 |
|
|
2024
Q3 | $988K | Hold |
4,472
| – | – | 0.13% | 50 |
|
|
2024
Q2 | $907K | Hold |
4,472
| – | – | 0.13% | 47 |
|
|
2024
Q1 | $941K | Buy |
4,472
+3,115
| +230% | +$655K | 0.14% | 60 |
|
|
2023
Q4 | $272K | Sell |
1,357
-80
| -6% | -$16.1K | 0.05% | 90 |
|
|
2023
Q3 | $255K | Buy |
1,437
+80
| +6% | +$14.2K | 0.05% | 102 |
|
|
2023
Q2 | $254K | Hold |
1,357
| – | – | 0.05% | 72 |
|
|
2023
Q1 | $242K | Hold |
1,357
| – | – | 0.06% | 72 |
|
|
2022
Q4 | $237K | Buy |
+1,357
| New | +$237K | 0.06% | 80 |
|
|
2022
Q3 | – | Sell |
-1,725
| Closed | -$292K | – | 73 |
|
|
2022
Q2 | $292K | Buy |
1,725
+1
| +0.1% | +$169 | 0.08% | 59 |
|
|
2022
Q1 | $354K | Buy |
1,724
+1
| +0.1% | +$205 | 0.09% | 62 |
|
|
2021
Q4 | $383K | Buy |
+1,723
| New | +$383K | 0.1% | 59 |
|