Morton Brown Family Wealth’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $938K | Hold |
4,346
| – | – | 0.29% | 29 |
|
|
2025
Q1 | $867K | Hold |
4,346
| – | – | 0.29% | 28 |
|
|
2024
Q4 | $960K | Sell |
4,346
-360
| -8% | -$79.5K | 0.33% | 28 |
|
|
2024
Q3 | $1.04M | Hold |
4,706
| – | – | 0.37% | 28 |
|
|
2024
Q2 | $1.03M | Sell |
4,706
-40
| -0.8% | -$8.72K | 0.4% | 28 |
|
|
2024
Q1 | $998K | Sell |
4,746
-515
| -10% | -$108K | 0.41% | 25 |
|
|
2023
Q4 | $1.06M | Sell |
5,261
-702
| -12% | -$141K | 0.46% | 25 |
|
|
2023
Q3 | $1.05M | Sell |
5,963
-191
| -3% | -$33.8K | 0.54% | 24 |
|
|
2023
Q2 | $1.15M | Sell |
6,154
-9
| -0.1% | -$1.69K | 0.62% | 22 |
|
|
2023
Q1 | $1.1M | Hold |
6,163
| – | – | 0.66% | 23 |
|
|
2022
Q4 | $1.07M | Buy |
6,163
+2,837
| +85% | +$495K | 0.73% | 22 |
|
|
2022
Q3 | $549K | Hold |
3,326
| – | – | 0.44% | 29 |
|
|
2022
Q2 | $563K | Sell |
3,326
-80
| -2% | -$13.5K | 0.44% | 29 |
|
|
2022
Q1 | $699K | Sell |
3,406
-609
| -15% | -$125K | 0.53% | 27 |
|
|
2021
Q4 | $893K | Buy |
+4,015
| New | +$893K | 0.68% | 21 |
|