TFC Financial Management’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 | $14.8K | Hold |
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|
2025
Q2 | $13.2K | Hold |
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|
2025
Q1 | $12.2K | Sell |
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|
2024
Q4 | $16.9K | Hold |
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|
2024
Q3 | $16.8K | Hold |
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|
2024
Q2 | $15.4K | Hold |
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|
2024
Q1 | $15.9K | Sell |
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|
2023
Q4 | $17.6K | Buy |
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|
2023
Q3 | $13.2K | Hold |
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|
2023
Q2 | $14K | Hold |
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|
2023
Q1 | $13.3K | Buy |
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|
2022
Q4 | $13K | Sell |
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|
2022
Q3 | $16K | Sell |
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|
2022
Q2 | $39K | Buy |
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|
2022
Q1 | $20K | Hold |
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|
2021
Q4 | $22K | Hold |
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|
2021
Q3 | $22K | Hold |
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|
2021
Q2 | $23K | Buy |
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|
2021
Q1 | $13K | Hold |
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|
2020
Q4 | $12K | Hold |
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|
2020
Q3 | $9K | Buy |
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