Tilson Financial Group’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
Q2
$668K Buy
2025
Q1
$616K Hold
2024
Q4
$683K Hold
2024
Q3
$682K Buy
2024
Q2
Sell
2024
Q1
$650K Hold
2023
Q4
$620K Hold
2023
Q3
$546K Buy
2023
Q2
Sell
2023
Q1
$691K Hold
2022
Q4
$675K Buy