Morton Brown Family Wealth’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.05M | Hold |
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|
2025
Q2 | $938K | Hold |
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|
2025
Q1 | $867K | Hold |
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|
2024
Q4 | $960K | Sell |
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|
2024
Q3 | $1.04M | Hold |
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|
2024
Q2 | $1.03M | Sell |
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|
2024
Q1 | $998K | Sell |
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|
2023
Q4 | $1.06M | Sell |
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|
2023
Q3 | $1.05M | Sell |
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|
2023
Q2 | $1.15M | Sell |
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|
2023
Q1 | $1.1M | Hold |
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|
2022
Q4 | $1.07M | Buy |
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|
2022
Q3 | $549K | Hold |
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|
2022
Q2 | $563K | Sell |
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|
2022
Q1 | $699K | Sell |
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|
2021
Q4 | $893K | Buy |
|