MLA
My Legacy Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Buy |
7,974
+6,158
| +339% | +$1.38M | 0.64% | 42 |
|
|
2025
Q1 | $362K | Sell |
1,816
-55
| -3% | -$11K | 0.14% | 158 |
|
|
2024
Q4 | $419K | Buy |
1,871
+24
| +1% | +$5.38K | 0.16% | 142 |
|
|
2024
Q3 | $408K | Buy |
1,847
+71
| +4% | +$15.7K | 0.16% | 146 |
|
|
2024
Q2 | $360K | Buy |
1,776
+167
| +10% | +$33.9K | 0.12% | 177 |
|
|
2024
Q1 | $338K | Sell |
1,609
-800
| -33% | -$168K | 0.11% | 182 |
|
|
2023
Q4 | $466K | Buy |
+2,409
| New | +$466K | 0.17% | 153 |
|
|
2023
Q1 | – | Sell |
-1,157
| Closed | -$228K | – | 208 |
|
|
2022
Q4 | $228K | Sell |
1,157
-16,661
| -94% | -$3.28M | 0.1% | 196 |
|
|
2022
Q3 | $2.97M | Sell |
17,818
-2,768
| -13% | -$462K | 1.5% | 11 |
|
|
2022
Q2 | $3.54M | Sell |
20,586
-1,777
| -8% | -$306K | 1.77% | 7 |
|
|
2022
Q1 | $4.59M | Buy |
+22,363
| New | +$4.59M | 2.13% | 8 |
|