TFC Financial Management’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.2K | Hold |
61
| – | – | ﹤0.01% | 360 |
|
|
2025
Q1 | $12.2K | Sell |
61
-15
| -20% | -$2.99K | ﹤0.01% | 350 |
|
|
2024
Q4 | $16.9K | Hold |
76
| – | – | ﹤0.01% | 330 |
|
|
2024
Q3 | $16.8K | Hold |
76
| – | – | ﹤0.01% | 337 |
|
|
2024
Q2 | $15.4K | Hold |
76
| – | – | ﹤0.01% | 313 |
|
|
2024
Q1 | $15.9K | Sell |
76
-11
| -13% | -$2.3K | ﹤0.01% | 310 |
|
|
2023
Q4 | $17.6K | Buy |
87
+12
| +16% | +$2.42K | ﹤0.01% | 293 |
|
|
2023
Q3 | $13.2K | Hold |
75
| – | – | ﹤0.01% | 322 |
|
|
2023
Q2 | $14K | Hold |
75
| – | – | ﹤0.01% | 315 |
|
|
2023
Q1 | $13.3K | Buy |
75
+1
| +1% | +$178 | ﹤0.01% | 352 |
|
|
2022
Q4 | $13K | Sell |
74
-25
| -25% | -$4.38K | ﹤0.01% | 286 |
|
|
2022
Q3 | $16K | Sell |
99
-130
| -57% | -$21K | 0.01% | 266 |
|
|
2022
Q2 | $39K | Buy |
229
+130
| +131% | +$22.1K | 0.01% | 215 |
|
|
2022
Q1 | $20K | Hold |
99
| – | – | 0.01% | 258 |
|
|
2021
Q4 | $22K | Hold |
99
| – | – | 0.01% | 269 |
|
|
2021
Q3 | $22K | Hold |
99
| – | – | 0.01% | 266 |
|
|
2021
Q2 | $23K | Buy |
99
+40
| +68% | +$9.29K | 0.01% | 252 |
|
|
2021
Q1 | $13K | Hold |
59
| – | – | 0.01% | 295 |
|
|
2020
Q4 | $12K | Hold |
59
| – | – | 0.01% | 304 |
|
|
2020
Q3 | $9K | Buy |
+59
| New | +$9K | ﹤0.01% | 303 |
|