MAP
Moody Aldrich Partners’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,006
| Closed | -$1.11M | – | 190 |
|
|
2024
Q4 | $1.11M | Buy |
+5,006
| New | +$1.11M | 0.2% | 114 |
|
|
2023
Q1 | – | Sell |
-16,688
| Closed | -$2.91M | – | 172 |
|
|
2022
Q4 | $2.91M | Buy |
+16,688
| New | +$2.91M | 0.59% | 68 |
|
|
2022
Q3 | – | Sell |
-35,313
| Closed | -$5.98M | – | 164 |
|
|
2022
Q2 | $5.98M | Buy |
+35,313
| New | +$5.98M | 1.18% | 29 |
|
|
2022
Q1 | – | Sell |
-5,668
| Closed | -$1.26M | – | 161 |
|
|
2021
Q4 | $1.26M | Buy |
+5,668
| New | +$1.26M | 0.18% | 110 |
|
|
2021
Q1 | – | Sell |
-4,543
| Closed | -$891K | – | 193 |
|
|
2020
Q4 | $891K | Buy |
+4,543
| New | +$891K | 0.14% | 121 |
|
|
2020
Q3 | – | Sell |
-3,116
| Closed | -$446K | – | 170 |
|
|
2020
Q2 | $446K | Buy |
+3,116
| New | +$446K | 0.09% | 126 |
|
|
2020
Q1 | – | Sell |
-23,633
| Closed | -$3.92M | – | 148 |
|
|
2019
Q4 | $3.92M | Buy |
+23,633
| New | +$3.92M | 0.8% | 51 |
|
|
2019
Q1 | – | Sell |
-142,117
| Closed | -$19M | – | 107 |
|
|
2018
Q4 | $19M | Buy |
+142,117
| New | +$19M | 6.25% | 1 |
|