MPS Loria Financial Planners’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
Q1 | – | Sell |
-6,150
| Closed | -$1.36M | – | 82 |
|
|
2024
Q4 | $1.36M | Sell |
6,150
-993
| -14% | -$226K | 0.4% | 22 |
|
|
2024
Q3 | $1.58M | Sell |
7,143
-345
| -5% | -$73.8K | 0.47% | 17 |
|
|
2024
Q2 | $1.52M | Sell |
7,488
-2,243
| -23% | -$453K | 0.49% | 17 |
|
|
2024
Q1 | $2.05M | Sell |
9,731
-1,347
| -12% | -$269K | 0.69% | 16 |
|
|
2023
Q4 | $2.22M | Buy |
11,078
+136
| +1% | +$24.4K | 0.78% | 12 |
|
|
2023
Q3 | $1.94M | Sell |
10,942
-663
| -6% | -$124K | 0.76% | 13 |
|
|
2023
Q2 | $2.17M | Sell |
11,605
-1,235
| -10% | -$220K | 0.82% | 11 |
|
|
2023
Q1 | $2.29M | Sell |
12,840
-23,718
| -65% | -$4.37M | 0.93% | 10 |
|
|
2022
Q4 | $6.37M | Sell |
36,558
-11,914
| -25% | -$2.12M | 2.83% | 5 |
|
|
2022
Q3 | $7.99M | Sell |
48,472
-92,699
| -66% | -$16.9M | 3.1% | 8 |
|
|
2022
Q2 | $23.9M | Buy |
141,171
+3,359
| +2% | +$619K | 10.78% | 4 |
|
|
2022
Q1 | $28.3M | Buy |
137,812
+7,012
| +5% | +$1.43M | 11.88% | 3 |
|
|
2021
Q4 | $29.1M | Buy |
130,800
+3,478
| +3% | +$786K | 11.86% | 3 |
|
|
2021
Q3 | $27.9M | Buy |
127,322
+5,353
| +4% | +$1.19M | 12.76% | 3 |
|
|
2021
Q2 | $28M | Buy |
121,969
+3,676
| +3% | +$826K | 12.9% | 3 |
|
|
2021
Q1 | $26.1M | Sell |
118,293
-23,503
| -17% | -$5.13M | 12.17% | 3 |
|
|
2020
Q4 | $27.4M | Sell |
141,796
-3,391
| -2% | -$593K | 12.32% | 3 |
|
|
2020
Q3 | $21.7M | Sell |
145,187
-7,387
| -5% | -$1.11M | 11.25% | 3 |
|
|
2020
Q2 | $21.8M | Buy |
152,574
+36,965
| +32% | +$4.85M | 11.7% | 3 |
|
|
2020
Q1 | $13.2M | Buy |
115,609
+4,853
| +4% | +$724K | 10.16% | 3 |
|
|
2019
Q4 | $18.3M | Buy |
110,756
+1,222
| +1% | +$193K | 10.82% | 3 |
|
|
2019
Q3 | $16.6M | Buy |
109,534
+1,150
| +1% | +$176K | 10.77% | 3 |
|
|
2019
Q2 | $16.9M | Buy |
108,384
+2,910
| +3% | +$449K | 10.77% | 3 |
|
|
2019
Q1 | $16.1M | Sell |
105,474
-664
| -0.6% | -$99.8K | 10.71% | 3 |
|
|
2018
Q4 | $14.2M | Buy |
106,138
+3,911
| +4% | +$584K | 10.2% | 2 |
|
|
2018
Q3 | $17M | Buy |
102,227
+1,012
| +1% | +$171K | 10.66% | 2 |
|
|
2018
Q2 | $16.6M | Buy |
101,215
+3,243
| +3% | +$519K | 16.7% | 1 |
|
|
2018
Q1 | $14.9M | Buy |
97,972
+968
| +1% | +$149K | 10.48% | 2 |
|
|
2017
Q4 | $14.8M | Sell |
97,004
-1,027
| -1% | -$154K | 10.1% | 2 |
|
|
2017
Q3 | $14.5M | Buy |
98,031
+700
| +0.7% | +$98.5K | 10.39% | 2 |
|
|
2017
Q2 | $13.4M | Buy |
+97,331
| New | +$13.5M | 8.96% | 2 |
|
Other funds holding IWM
MPS Loria Financial Planners's IWM Position: Q1 2025 in Review
MPS Loria Financial Planners sold out of iShares Russell 2000 ETF (IWM) in Q1 2025, closing a stake of 6,150 shares — an estimated $1.36M sold.
MPS Loria Financial Planners first reported a position in IWM in Q2 2017 and held it in 31 quarters. The position peaked at $29.1M in Q4 2021. 2,359 funds tracked by Wall St. Rank hold IWM as of Q1 2025.
- MPS Loria Financial Planners reported no remaining iShares Russell 2000 ETF position as of Q1 2025 after selling out during the quarter.
- MPS Loria Financial Planners sold 6,150 iShares Russell 2000 ETF shares in Q1 2025, an estimated $1.36M.
- MPS Loria Financial Planners first reported a position in iShares Russell 2000 ETF in Q2 2017 and held it in 31 quarters.
- MPS Loria Financial Planners's iShares Russell 2000 ETF position peaked at $29.1M in Q4 2021.
- 2,359 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2025.
Based on MPS Loria Financial Planners's 13F filing for Q1 2025, filed 22 Apr 2025.