TFO Wealth Partners’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 | $4.6M | Hold |
|
|||||
|
2025
Q2 | $4.11M | Buy |
|
|||||
|
2025
Q1 | $3.78M | Buy |
|
|||||
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $3.58M | Buy |
|
|||||
|
2024
Q2 | $3.28M | Buy |
|
|||||
|
2024
Q1 | $3.39M | Sell |
|
|||||
|
2023
Q4 | $3.25M | Buy |
|
|||||
|
2023
Q3 | $2.97M | Hold |
|
|||||
|
2023
Q2 | $2.97M | Hold |
|
|||||
|
2023
Q1 | $2.83M | Buy |
|
|||||
|
2022
Q4 | $77K | Sell |
|
|||||
|
2022
Q3 | $2.61M | Sell |
|
|||||
|
2022
Q2 | $2.87M | Sell |
|
|||||
|
2022
Q1 | $3.58M | Sell |
|
|||||
|
2021
Q4 | $3.9M | Buy |
|
|||||
|
2021
Q3 | $3.7M | Hold |
|
|||||
|
2021
Q2 | $3.88M | Hold |
|
|||||
|
2021
Q1 | $3.74M | Hold |
|
|||||
|
2020
Q4 | $3.32M | Hold |
|
|||||
|
2020
Q3 | $2.54M | Hold |
|
|||||
|
2020
Q2 | $2.42M | Sell |
|
|||||
|
2020
Q1 | $1.94M | Sell |
|
|||||
|
2019
Q4 | $2.85M | Buy |
|