MLL
Moody Lynn & Lieberson’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Sell |
4,673
-457
| -9% | -$98.6K | 0.06% | 121 |
|
|
2025
Q1 | $1.02M | Buy |
5,130
+174
| +4% | +$34.7K | 0.07% | 117 |
|
|
2024
Q4 | $1.1M | Sell |
4,956
-232
| -4% | -$51.3K | 0.07% | 108 |
|
|
2024
Q3 | $1.15M | Sell |
5,188
-357
| -6% | -$78.9K | 0.07% | 115 |
|
|
2024
Q2 | $1.13M | Buy |
5,545
+25
| +0.5% | +$5.07K | 0.07% | 110 |
|
|
2024
Q1 | $1.16M | Sell |
5,520
-14,521
| -72% | -$3.05M | 0.08% | 107 |
|
|
2023
Q4 | $4.02M | Buy |
20,041
+15,070
| +303% | +$3.02M | 0.31% | 59 |
|
|
2023
Q3 | $879K | Buy |
4,971
+6
| +0.1% | +$1.06K | 0.08% | 109 |
|
|
2023
Q2 | $930K | Buy |
4,965
+9
| +0.2% | +$1.69K | 0.08% | 111 |
|
|
2023
Q1 | $884K | Buy |
4,956
+60
| +1% | +$10.7K | 0.08% | 116 |
|
|
2022
Q4 | $853K | Sell |
4,896
-145
| -3% | -$25.3K | 0.08% | 119 |
|
|
2022
Q3 | $831K | Buy |
5,041
+125
| +3% | +$20.6K | 0.08% | 110 |
|
|
2022
Q2 | $833K | Sell |
4,916
-26,482
| -84% | -$4.49M | 0.08% | 114 |
|
|
2022
Q1 | $6.45M | Buy |
31,398
+25,275
| +413% | +$5.19M | 0.47% | 49 |
|
|
2021
Q4 | $1.36M | Sell |
6,123
-2,327
| -28% | -$518K | 0.09% | 105 |
|
|
2021
Q3 | $1.85M | Buy |
8,450
+3,347
| +66% | +$732K | 0.14% | 89 |
|
|
2021
Q2 | $1.17M | Sell |
5,103
-143
| -3% | -$32.8K | 0.09% | 107 |
|
|
2021
Q1 | $1.16M | Sell |
5,246
-49,037
| -90% | -$10.8M | 0.1% | 104 |
|
|
2020
Q4 | $10.6M | Buy |
54,283
+48,643
| +862% | +$9.54M | 0.91% | 36 |
|
|
2020
Q3 | $845K | Sell |
5,640
-28
| -0.5% | -$4.2K | 0.08% | 110 |
|
|
2020
Q2 | $812K | Buy |
5,668
+10
| +0.2% | +$1.43K | 0.09% | 101 |
|
|
2020
Q1 | $648 | Sell |
5,658
-30,066
| -84% | -$3.44K | 0.09% | 95 |
|
|
2019
Q4 | $5.92M | Sell |
35,724
-44,714
| -56% | -$7.41M | 0.57% | 52 |
|
|
2019
Q3 | $12.2M | Buy |
80,438
+67,627
| +528% | +$10.2M | 1.36% | 27 |
|
|
2019
Q2 | $1.99M | Buy |
12,811
+146
| +1% | +$22.7K | 0.22% | 82 |
|
|
2019
Q1 | $1.94M | Buy |
12,665
+160
| +1% | +$24.5K | 0.22% | 77 |
|
|
2018
Q4 | $1.67M | Sell |
12,505
-15,101
| -55% | -$2.02M | 0.23% | 80 |
|
|
2018
Q3 | $4.65M | Sell |
27,606
-1,211
| -4% | -$204K | 0.49% | 63 |
|
|
2018
Q2 | $4.72M | Buy |
28,817
+16,412
| +132% | +$2.69M | 0.56% | 51 |
|
|
2018
Q1 | $1.88M | Sell |
12,405
-5,544
| -31% | -$842K | 0.23% | 82 |
|
|
2017
Q4 | $2.82M | Buy |
17,949
+4,040
| +29% | +$635K | 0.3% | 65 |
|
|
2017
Q3 | $2.06M | Sell |
13,909
-35
| -0.3% | -$5.19K | 0.25% | 81 |
|
|
2017
Q2 | $1.97M | Sell |
13,944
-1,230
| -8% | -$173K | 0.26% | 74 |
|
|
2017
Q1 | $2.09M | Sell |
15,174
-131,103
| -90% | -$18M | 0.29% | 70 |
|
|
2016
Q4 | $19.7M | Buy |
146,277
+86,291
| +144% | +$11.6M | 2.83% | 6 |
|
|
2016
Q3 | $7.45M | Buy |
59,986
+51,539
| +610% | +$6.4M | 1.24% | 31 |
|
|
2016
Q2 | $971K | Sell |
8,447
-43,182
| -84% | -$4.96M | 0.17% | 71 |
|
|
2016
Q1 | $5.71M | Buy |
51,629
+25,538
| +98% | +$2.83M | 0.9% | 47 |
|
|
2015
Q4 | $2.94M | Buy |
26,091
+1,115
| +4% | +$126K | 0.46% | 67 |
|
|
2015
Q3 | $2.73M | Sell |
24,976
-61,009
| -71% | -$6.66M | 0.52% | 58 |
|
|
2015
Q2 | $10.7M | Buy |
85,985
+61,013
| +244% | +$7.62M | 1.71% | 16 |
|
|
2015
Q1 | $3.11M | Sell |
24,972
-680
| -3% | -$84.6K | 0.5% | 58 |
|
|
2014
Q4 | $3.07M | Sell |
25,652
-11,486
| -31% | -$1.37M | 0.44% | 67 |
|
|
2014
Q3 | $4.06M | Sell |
37,138
-55,076
| -60% | -$6.02M | 0.6% | 57 |
|
|
2014
Q2 | $11M | Buy |
92,214
+35,011
| +61% | +$4.16M | 1.5% | 20 |
|
|
2014
Q1 | $6.66M | Sell |
57,203
-14,990
| -21% | -$1.74M | 0.96% | 41 |
|
|
2013
Q4 | $8.33M | Sell |
72,193
-20,078
| -22% | -$2.32M | 1.13% | 32 |
|
|
2013
Q3 | $9.84M | Buy |
92,271
+70,473
| +323% | +$7.51M | 1.52% | 18 |
|
|
2013
Q2 | $2.11M | Buy |
+21,798
| New | +$2.11M | 0.37% | 73 |
|