MRA Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,327
| Closed | -$415K | – | 144 |
|
|
2023
Q1 | $415K | Buy |
+2,327
| New | +$415K | 0.3% | 58 |
|
|
2022
Q1 | – | Sell |
-1,103
| Closed | -$245K | – | 119 |
|
|
2021
Q4 | $245K | Buy |
+1,103
| New | +$245K | 0.19% | 98 |
|
|
2021
Q2 | – | Sell |
-1,120
| Closed | -$247K | – | 126 |
|
|
2021
Q1 | $247K | Buy |
+1,120
| New | +$247K | 0.23% | 88 |
|