MLL
Moody Lynn & Lieberson’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.94M | Sell |
10,299
-500
| -5% | -$143K | 0.17% | 80 |
|
2025
Q1 | $2.76M | Hold |
10,799
| – | – | 0.18% | 77 |
|
2024
Q4 | $3.11M | Hold |
10,799
| – | – | 0.19% | 70 |
|
2024
Q3 | $3.07M | Hold |
10,799
| – | – | 0.19% | 72 |
|
2024
Q2 | $2.84M | Hold |
10,799
| – | – | 0.19% | 71 |
|
2024
Q1 | $2.92M | Hold |
10,799
| – | – | 0.2% | 81 |
|
2023
Q4 | $2.72M | Hold |
10,799
| – | – | 0.21% | 78 |
|
2023
Q3 | $2.42M | Hold |
10,799
| – | – | 0.21% | 75 |
|
2023
Q2 | $2.62M | Hold |
10,799
| – | – | 0.21% | 74 |
|
2023
Q1 | $2.45M | Sell |
10,799
-500
| -4% | -$113K | 0.22% | 73 |
|
2022
Q4 | $2.42M | Sell |
11,299
-740
| -6% | -$159K | 0.22% | 79 |
|
2022
Q3 | $2.49M | Hold |
12,039
| – | – | 0.24% | 76 |
|
2022
Q2 | $2.48M | Hold |
12,039
| – | – | 0.22% | 77 |
|
2022
Q1 | $3.08M | Hold |
12,039
| – | – | 0.23% | 76 |
|
2021
Q4 | $3.53M | Hold |
12,039
| – | – | 0.24% | 75 |
|
2021
Q3 | $3.54M | Hold |
12,039
| – | – | 0.27% | 75 |
|
2021
Q2 | $3.75M | Hold |
12,039
| – | – | 0.28% | 74 |
|
2021
Q1 | $3.62M | Hold |
12,039
| – | – | 0.3% | 70 |
|
2020
Q4 | $3.45M | Hold |
12,039
| – | – | 0.3% | 74 |
|
2020
Q3 | $2.67M | Hold |
12,039
| – | – | 0.26% | 75 |
|
2020
Q2 | $2.49M | Hold |
12,039
| – | – | 0.27% | 71 |
|
2020
Q1 | $1.9K | Hold |
12,039
| – | – | 0.26% | 65 |
|
2019
Q4 | $2.58M | Hold |
12,039
| – | – | 0.25% | 86 |
|
2019
Q3 | $2.32M | Hold |
12,039
| – | – | 0.26% | 73 |
|
2019
Q2 | $2.42M | Hold |
12,039
| – | – | 0.27% | 74 |
|
2019
Q1 | $2.37M | Hold |
12,039
| – | – | 0.27% | 69 |
|
2018
Q4 | $2.02M | Hold |
12,039
| – | – | 0.27% | 72 |
|
2018
Q3 | $2.59M | Hold |
12,039
| – | – | 0.27% | 70 |
|
2018
Q2 | $2.46M | Sell |
12,039
-1,170
| -9% | -$239K | 0.29% | 68 |
|
2018
Q1 | $2.52M | Sell |
13,209
-65
| -0.5% | -$12.4K | 0.3% | 64 |
|
2017
Q4 | $2.59M | Hold |
13,274
| – | – | 0.28% | 67 |
|
2017
Q3 | $2.38M | Hold |
13,274
| – | – | 0.29% | 70 |
|
2017
Q2 | $2.24M | Buy |
13,274
+9,709
| +272% | +$1.64M | 0.29% | 67 |
|
2017
Q1 | $576K | Hold |
3,565
| – | – | 0.08% | 111 |
|
2016
Q4 | $549K | Hold |
3,565
| – | – | 0.08% | 110 |
|
2016
Q3 | $531K | Hold |
3,565
| – | – | 0.09% | 108 |
|
2016
Q2 | $489K | Sell |
3,565
-500
| -12% | -$68.6K | 0.09% | 102 |
|
2016
Q1 | $539K | Sell |
4,065
-20
| -0.5% | -$2.65K | 0.08% | 100 |
|
2015
Q4 | $569K | Hold |
4,085
| – | – | 0.09% | 109 |
|
2015
Q3 | $547K | Hold |
4,085
| – | – | 0.1% | 97 |
|
2015
Q2 | $631K | Hold |
4,085
| – | – | 0.1% | 111 |
|
2015
Q1 | $619K | Hold |
4,085
| – | – | 0.1% | 106 |
|
2014
Q4 | $582K | Sell |
4,085
-1,000
| -20% | -$142K | 0.08% | 123 |
|
2014
Q3 | $659K | Sell |
5,085
-275
| -5% | -$35.6K | 0.1% | 114 |
|
2014
Q2 | $742K | Sell |
5,360
-3,750
| -41% | -$519K | 0.1% | 111 |
|
2014
Q1 | $1.24M | Buy |
9,110
+1,000
| +12% | +$136K | 0.18% | 105 |
|
2013
Q4 | $1.1M | Sell |
8,110
-975
| -11% | -$132K | 0.15% | 111 |
|
2013
Q3 | $1.14M | Buy |
9,085
+285
| +3% | +$35.9K | 0.18% | 108 |
|
2013
Q2 | $981K | Buy |
+8,800
| New | +$981K | 0.17% | 102 |
|