Mount Capital’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
Q2 | $4.98M | Hold |
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|
2025
Q1 | $4.61M | Hold |
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|
2024
Q4 | $5.1M | Hold |
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|
2024
Q3 | $5.09M | Hold |
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|
2024
Q2 | $4.69M | Hold |
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|
2024
Q1 | $4.86M | Hold |
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|
2023
Q4 | $4.64M | Hold |
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|
2023
Q3 | $4.08M | Sell |
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|
2023
Q2 | $13.8M | Buy |
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|
2023
Q1 | $2.84M | Sell |
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|
2022
Q4 | $5.21M | Sell |
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|
2022
Q3 | $8.19M | Buy |
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|
2022
Q2 | $6.99M | Buy |
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