TFG
Tilson Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $668K | Buy |
3,097
+8
| +0.3% | +$1.73K | 0.25% | 43 |
|
|
2025
Q1 | $616K | Hold |
3,089
| – | – | 0.24% | 44 |
|
|
2024
Q4 | $683K | Hold |
3,089
| – | – | 0.28% | 41 |
|
|
2024
Q3 | $682K | Buy |
+3,089
| New | +$682K | 0.3% | 41 |
|
|
2024
Q2 | – | Sell |
-3,089
| Closed | -$650K | – | 51 |
|
|
2024
Q1 | $650K | Hold |
3,089
| – | – | 0.35% | 39 |
|
|
2023
Q4 | $620K | Hold |
3,089
| – | – | 0.4% | 36 |
|
|
2023
Q3 | $546K | Buy |
+3,089
| New | +$546K | 0.43% | 41 |
|
|
2023
Q2 | – | Sell |
-3,872
| Closed | -$691K | – | 42 |
|
|
2023
Q1 | $691K | Hold |
3,872
| – | – | 0.56% | 34 |
|
|
2022
Q4 | $675K | Buy |
+3,872
| New | +$675K | 0.57% | 33 |
|