MFC
Morris Financial Concepts’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
5,943
+1,818
| +44% | +$392K | 0.51% | 37 |
|
|
2025
Q1 | $823K | Sell |
4,125
-29
| -0.7% | -$5.79K | 0.35% | 48 |
|
|
2024
Q4 | $918K | Sell |
4,154
-3
| -0.1% | -$663 | 0.39% | 43 |
|
|
2024
Q3 | $918K | Sell |
4,157
-287
| -6% | -$63.4K | 0.39% | 43 |
|
|
2024
Q2 | $902K | Sell |
4,444
-115
| -3% | -$23.3K | 0.43% | 42 |
|
|
2024
Q1 | $959K | Sell |
4,559
-196
| -4% | -$41.2K | 0.49% | 36 |
|
|
2023
Q4 | $954K | Buy |
4,755
+294
| +7% | +$59K | 0.55% | 33 |
|
|
2023
Q3 | $788K | Sell |
4,461
-21
| -0.5% | -$3.71K | 0.52% | 35 |
|
|
2023
Q2 | $839K | Buy |
4,482
+20
| +0.4% | +$3.75K | 0.54% | 34 |
|
|
2023
Q1 | $796K | Sell |
4,462
-149
| -3% | -$26.6K | 0.56% | 33 |
|
|
2022
Q4 | $804K | Sell |
4,611
-270
| -6% | -$47.1K | 0.65% | 33 |
|
|
2022
Q3 | $805K | Buy |
4,881
+287
| +6% | +$47.3K | 0.83% | 24 |
|
|
2022
Q2 | $778K | Buy |
4,594
+1,321
| +40% | +$224K | 0.74% | 26 |
|
|
2022
Q1 | $672K | Sell |
3,273
-102
| -3% | -$20.9K | 0.56% | 26 |
|
|
2021
Q4 | $751K | Buy |
+3,375
| New | +$751K | 0.63% | 24 |
|