MTM Investment Management’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $247K | Buy |
727
+1
| +0.1% | +$340 | 0.08% | 182 |
|
|
2025
Q1 | $223K | Buy |
726
+2
| +0.3% | +$615 | 0.09% | 189 |
|
|
2024
Q4 | $233K | Buy |
724
+624
| +624% | +$201K | 0.09% | 177 |
|
|
2024
Q3 | $31.4K | Hold |
100
| – | – | 0.01% | 233 |
|
|
2024
Q2 | $29.8K | Hold |
100
| – | – | 0.01% | 226 |
|
|
2024
Q1 | $28.8K | Hold |
100
| – | – | 0.01% | 237 |
|
|
2023
Q4 | $26.2K | Hold |
100
| – | – | 0.01% | 225 |
|
|
2023
Q3 | $23.5K | Hold |
100
| – | – | 0.01% | 218 |
|
|
2023
Q2 | $24.4K | Hold |
100
| – | – | 0.01% | 227 |
|
|
2023
Q1 | $22.5K | Hold |
100
| – | – | 0.01% | 231 |
|
|
2022
Q4 | $21.1K | Hold |
100
| – | – | 0.01% | 233 |
|
|
2022
Q3 | $20K | Hold |
100
| – | – | 0.01% | 228 |
|
|
2022
Q2 | $21K | Hold |
100
| – | – | 0.01% | 232 |
|
|
2022
Q1 | $25K | Hold |
100
| – | – | 0.01% | 244 |
|
|
2021
Q4 | $26K | Hold |
100
| – | – | 0.01% | 244 |
|
|
2021
Q3 | $24K | Hold |
100
| – | – | 0.01% | 223 |
|
|
2021
Q2 | $24K | Sell |
100
-14
| -12% | -$3.36K | 0.01% | 219 |
|
|
2021
Q1 | $26K | Hold |
114
| – | – | 0.01% | 210 |
|
|
2020
Q4 | $24K | Buy |
+114
| New | +$24K | 0.01% | 193 |
|