TA
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Tactive Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-12,377
Closed -$2.48M 134
2023
Q4
$2.48M Buy
12,377
+7,748
+167% +$1.56M 1.6% 19
2023
Q3
$818K Sell
4,629
-4,356
-48% -$770K 0.71% 22
2023
Q2
$1.68M Buy
8,985
+3,649
+68% +$683K 1.28% 18
2023
Q1
$952K Buy
5,336
+2,600
+95% +$464K 0.71% 21
2022
Q4
$477K Buy
+2,736
New +$477K 0.31% 32