TCI Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $455K | Sell |
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|
2025
Q2 | $414K | Buy |
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|
2025
Q1 | $310K | Buy |
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|
2024
Q4 | $343K | Buy |
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|
2024
Q3 | $321K | Sell |
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|
2024
Q2 | $303K | Buy |
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|
2024
Q1 | $314K | Sell |
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|
2023
Q4 | $318K | Sell |
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|
2023
Q3 | $300K | Hold |
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|
2023
Q2 | $318K | Buy |
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|
2023
Q1 | $295K | Buy |
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|
2022
Q4 | $240K | Sell |
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|
2022
Q3 | $247K | Sell |
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|
2022
Q2 | $270K | Buy |
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|
2022
Q1 | $313K | Buy |
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|
2021
Q4 | $294K | Sell |
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|
2021
Q3 | $348K | Sell |
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|
2021
Q2 | $365K | Sell |
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|
2021
Q1 | $409K | Buy |
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|
2020
Q4 | $333K | Sell |
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|
2020
Q3 | $295K | Sell |
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|
2020
Q2 | $295K | Sell |
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|
2020
Q1 | $255K | Sell |
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|
2019
Q4 | $431K | Sell |
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|
2019
Q3 | $451K | Sell |
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|
2019
Q2 | $477K | Sell |
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|
2019
Q1 | $662K | Buy |
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|
2018
Q4 | $550K | Hold |
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|
2018
Q3 | $693K | Sell |
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|
2018
Q2 | $684K | Buy |
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|
2018
Q1 | $444K | Sell |
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|
2017
Q4 | $469K | Buy |
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|
2017
Q3 | $431K | Sell |
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|
2017
Q2 | $411K | Buy |
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|
2017
Q1 | $348K | Sell |
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|
2016
Q4 | $370K | Buy |
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|
2016
Q3 | $329K | Hold |
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|
2016
Q2 | $305K | Sell |
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|
2016
Q1 | $300K | Buy |
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|
2015
Q4 | $216K | Buy |
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|
2015
Q3 | $188K | Buy |
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|
2015
Q2 | $105K | Sell |
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|
2015
Q1 | $118K | Buy |
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|
2014
Q4 | $91K | Sell |
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|
2014
Q3 | $100K | Buy |
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|
2014
Q2 | $100K | Sell |
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|
2014
Q1 | $314K | Sell |
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|
2013
Q4 | $316K | Buy |
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|
2013
Q3 | $126K | Sell |
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|
2013
Q2 | $120K | Buy |
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