TFO Wealth Partners’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 | $4.11M | Buy |
19,031
+96
| +0.5% | +$20.7K | 0.72% | 13 |
|
|
2025
Q1 | $3.78M | Buy |
+18,935
| New | +$3.78M | 0.75% | 14 |
|
|
2024
Q4 | – | Sell |
-16,204
| Closed | -$3.58M | – | 23 |
|
|
2024
Q3 | $3.58M | Buy |
16,204
+53
| +0.3% | +$11.7K | 0.66% | 14 |
|
|
2024
Q2 | $3.28M | Buy |
16,151
+43
| +0.3% | +$8.73K | 0.64% | 14 |
|
|
2024
Q1 | $3.39M | Sell |
16,108
-94
| -0.6% | -$19.8K | 0.66% | 14 |
|
|
2023
Q4 | $3.25M | Buy |
16,202
+354
| +2% | +$71.1K | 0.66% | 14 |
|
|
2023
Q3 | $2.97M | Hold |
15,848
| – | – | 0.62% | 14 |
|
|
2023
Q2 | $2.97M | Hold |
15,848
| – | – | 0.63% | 14 |
|
|
2023
Q1 | $2.83M | Buy |
15,848
+15,293
| +2,755% | +$2.73M | 0.62% | 14 |
|
|
2022
Q4 | $77K | Sell |
555
-15,293
| -96% | -$2.12M | 0.02% | 46 |
|
|
2022
Q3 | $2.61M | Sell |
15,848
-1,083
| -6% | -$179K | 0.65% | 15 |
|
|
2022
Q2 | $2.87M | Sell |
16,931
-500
| -3% | -$84.7K | 0.65% | 17 |
|
|
2022
Q1 | $3.58M | Sell |
17,431
-600
| -3% | -$123K | 0.71% | 16 |
|
|
2021
Q4 | $3.9M | Buy |
18,031
+1,100
| +6% | +$238K | 0.75% | 14 |
|
|
2021
Q3 | $3.7M | Hold |
16,931
| – | – | 0.73% | 13 |
|
|
2021
Q2 | $3.88M | Hold |
16,931
| – | – | 0.77% | 12 |
|
|
2021
Q1 | $3.74M | Hold |
16,931
| – | – | 1.12% | 10 |
|
|
2020
Q4 | $3.32M | Hold |
16,931
| – | – | 1.06% | 10 |
|
|
2020
Q3 | $2.54M | Hold |
16,931
| – | – | 0.98% | 10 |
|
|
2020
Q2 | $2.42M | Sell |
16,931
-23
| -0.1% | -$3.29K | 0.96% | 10 |
|
|
2020
Q1 | $1.94M | Sell |
16,954
-225
| -1% | -$25.7K | 0.83% | 11 |
|
|
2019
Q4 | $2.85M | Buy |
+17,179
| New | +$2.85M | 2.62% | 8 |
|