MTM Investment Management’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 | $88.3K | Hold |
409
| – | – | 0.03% | 276 |
|
|
2025
Q1 | $81.6K | Sell |
409
-75
| -15% | -$15K | 0.03% | 216 |
|
|
2024
Q4 | $107K | Sell |
484
-147
| -23% | -$32.5K | 0.04% | 206 |
|
|
2024
Q3 | $138K | Hold |
631
| – | – | 0.05% | 202 |
|
|
2024
Q2 | $128K | Buy |
631
+9
| +1% | +$1.83K | 0.05% | 198 |
|
|
2024
Q1 | $131K | Hold |
622
| – | – | 0.05% | 197 |
|
|
2023
Q4 | $125K | Hold |
622
| – | – | 0.06% | 190 |
|
|
2023
Q3 | $110K | Hold |
622
| – | – | 0.06% | 185 |
|
|
2023
Q2 | $116K | Hold |
622
| – | – | 0.06% | 193 |
|
|
2023
Q1 | $111K | Hold |
622
| – | – | 0.06% | 196 |
|
|
2022
Q4 | $108K | Sell |
622
-34
| -5% | -$5.93K | 0.06% | 195 |
|
|
2022
Q3 | $108K | Sell |
656
-121
| -16% | -$19.9K | 0.06% | 187 |
|
|
2022
Q2 | $133K | Buy |
777
+121
| +18% | +$20.7K | 0.07% | 185 |
|
|
2022
Q1 | $135K | Buy |
656
+622
| +1,829% | +$128K | 0.07% | 198 |
|
|
2021
Q4 | $8K | Hold |
34
| – | – | ﹤0.01% | 267 |
|
|
2021
Q3 | $7K | Hold |
34
| – | – | ﹤0.01% | 248 |
|
|
2021
Q2 | $8K | Hold |
34
| – | – | ﹤0.01% | 243 |
|
|
2021
Q1 | $8K | Hold |
34
| – | – | ﹤0.01% | 237 |
|
|
2020
Q4 | $7K | Buy |
+34
| New | +$7K | ﹤0.01% | 215 |
|