MAM
MWA Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Sell |
6,196
-4,169
| -40% | -$900K | 0.82% | 39 |
|
|
2025
Q1 | $2.07M | Buy |
10,365
+84
| +0.8% | +$16.8K | 1.43% | 21 |
|
|
2024
Q4 | $2.27M | Buy |
10,281
+640
| +7% | +$141K | 1.51% | 19 |
|
|
2024
Q3 | $2.13M | Buy |
9,641
+399
| +4% | +$88.1K | 1.42% | 21 |
|
|
2024
Q2 | $1.88M | Sell |
9,242
-200
| -2% | -$40.6K | 1.34% | 22 |
|
|
2024
Q1 | $1.99M | Buy |
9,442
+1,201
| +15% | +$253K | 1.44% | 20 |
|
|
2023
Q4 | $1.65M | Sell |
8,241
-139
| -2% | -$27.9K | 1.37% | 20 |
|
|
2023
Q3 | $1.48M | Buy |
+8,380
| New | +$1.48M | 1.43% | 20 |
|