TFG Advisers’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 | $508K | Buy |
2,355
+5
| +0.2% | +$1.08K | 0.17% | 134 |
|
2025
Q1 | $469K | Buy |
2,350
+4
| +0.2% | +$798 | 0.17% | 136 |
|
2024
Q4 | $518K | Buy |
2,346
+6
| +0.3% | +$1.33K | 0.19% | 129 |
|
2024
Q3 | $517K | Buy |
2,340
+6
| +0.3% | +$1.33K | 0.19% | 131 |
|
2024
Q2 | $474K | Buy |
2,334
+5
| +0.2% | +$1.01K | 0.18% | 125 |
|
2024
Q1 | $490K | Sell |
2,329
-22
| -0.9% | -$4.63K | 0.19% | 123 |
|
2023
Q4 | $472K | Buy |
2,351
+88
| +4% | +$17.7K | 0.2% | 122 |
|
2023
Q3 | $400K | Hold |
2,263
| – | – | 0.19% | 124 |
|
2023
Q2 | $424K | Buy |
2,263
+5
| +0.2% | +$936 | 0.19% | 122 |
|
2023
Q1 | $403K | Buy |
2,258
+6
| +0.3% | +$1.07K | 0.19% | 125 |
|
2022
Q4 | $393K | Buy |
2,252
+8
| +0.4% | +$1.4K | 0.2% | 115 |
|
2022
Q3 | $370K | Buy |
2,244
+9
| +0.4% | +$1.48K | 0.21% | 120 |
|
2022
Q2 | $379K | Buy |
2,235
+4
| +0.2% | +$678 | 0.2% | 118 |
|
2022
Q1 | $458K | Buy |
2,231
+4
| +0.2% | +$821 | 0.21% | 117 |
|
2021
Q4 | $495K | Buy |
2,227
+5
| +0.2% | +$1.11K | 0.22% | 118 |
|
2021
Q3 | $486K | Buy |
2,222
+6
| +0.3% | +$1.31K | 0.24% | 113 |
|
2021
Q2 | $508K | Buy |
2,216
+3
| +0.1% | +$688 | 0.25% | 105 |
|
2021
Q1 | $489K | Sell |
2,213
-8
| -0.4% | -$1.77K | 0.25% | 102 |
|
2020
Q4 | $435K | Buy |
2,221
+6
| +0.3% | +$1.18K | 0.23% | 107 |
|
2020
Q3 | $331K | Buy |
2,215
+7
| +0.3% | +$1.05K | 0.19% | 123 |
|
2020
Q2 | $316K | Buy |
2,208
+80
| +4% | +$11.4K | 0.21% | 117 |
|
2020
Q1 | $243K | Buy |
2,128
+83
| +4% | +$9.48K | 0.19% | 126 |
|
2019
Q4 | $338K | Buy |
2,045
+169
| +9% | +$27.9K | 0.19% | 120 |
|
2019
Q3 | $284K | Buy |
1,876
+41
| +2% | +$6.21K | 0.19% | 129 |
|
2019
Q2 | $285K | Sell |
1,835
-28
| -2% | -$4.35K | 0.19% | 125 |
|
2019
Q1 | $285K | Buy |
1,863
+37
| +2% | +$5.66K | 0.21% | 125 |
|
2018
Q4 | $244K | Buy |
+1,826
| New | +$244K | 0.2% | 128 |
|