MWM
Moran Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13,050
| Closed | -$2.14M | – | 467 |
|
|
2024
Q4 | $2.14M | Buy |
13,050
+11,740
| +896% | +$1.93M | 0.07% | 253 |
|
|
2024
Q3 | $219K | Buy |
+1,310
| New | +$219K | 0.01% | 399 |
|
|
2024
Q1 | – | Sell |
-3,882
| Closed | -$603K | – | 432 |
|
|
2023
Q4 | $603K | Buy |
+3,882
| New | +$603K | 0.02% | 329 |
|