MWA
Monograph Wealth Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $518K | Buy |
3,284
+290
| +10% | +$45.8K | 0.06% | 76 |
|
|
2025
Q1 | $452K | Sell |
2,994
-61
| -2% | -$9.21K | 0.06% | 74 |
|
|
2024
Q4 | $502K | Hold |
3,055
| – | – | 0.07% | 70 |
|
|
2024
Q3 | $510K | Hold |
3,055
| – | – | 0.07% | 74 |
|
|
2024
Q2 | $465K | Hold |
3,055
| – | – | 0.07% | 68 |
|
|
2024
Q1 | $485K | Hold |
3,055
| – | – | 0.07% | 100 |
|
|
2023
Q4 | $475K | Hold |
3,055
| – | – | 0.09% | 59 |
|
|
2023
Q3 | $417K | Hold |
3,055
| – | – | 0.08% | 78 |
|
|
2023
Q2 | $430K | Buy |
3,055
+1
| +0% | +$141 | 0.09% | 54 |
|
|
2023
Q1 | $419K | Hold |
3,054
| – | – | 0.1% | 54 |
|
|
2022
Q4 | $424K | Hold |
3,054
| – | – | 0.11% | 58 |
|
|
2022
Q3 | $394K | Hold |
3,054
| – | – | 0.13% | 52 |
|
|
2022
Q2 | $416K | Buy |
3,054
+1
| +0% | +$136 | 0.12% | 49 |
|
|
2022
Q1 | $493K | Hold |
3,053
| – | – | 0.12% | 53 |
|
|
2021
Q4 | $507K | Buy |
+3,053
| New | +$507K | 0.13% | 52 |
|