TFA
Tobias Financial Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1M | Buy |
38,853
+1,169
| +3% | +$334K | 1.9% | 14 |
|
|
2025
Q1 | $9.63M | Sell |
37,684
-84
| -0.2% | -$21.5K | 1.87% | 14 |
|
|
2024
Q4 | $10.9M | Buy |
37,768
+840
| +2% | +$242K | 2.19% | 12 |
|
|
2024
Q3 | $10.5M | Buy |
36,928
+1,130
| +3% | +$321K | 2.1% | 12 |
|
|
2024
Q2 | $9.4M | Buy |
35,798
+2,857
| +9% | +$750K | 2.03% | 13 |
|
|
2024
Q1 | $8.92M | Buy |
32,941
+780
| +2% | +$211K | 2.02% | 14 |
|
|
2023
Q4 | $8.11M | Buy |
32,161
+774
| +2% | +$195K | 1.98% | 12 |
|
|
2023
Q3 | $7.04M | Buy |
31,387
+9,942
| +46% | +$2.23M | 1.85% | 15 |
|
|
2023
Q2 | $5.2M | Buy |
21,445
+650
| +3% | +$158K | 1.4% | 21 |
|
|
2023
Q1 | $4.72M | Buy |
20,795
+1,012
| +5% | +$230K | 1.38% | 22 |
|
|
2022
Q4 | $4.24M | Buy |
19,783
+135
| +0.7% | +$29K | 1.39% | 25 |
|
|
2022
Q3 | $4.06M | Buy |
19,648
+2,038
| +12% | +$421K | 1.43% | 22 |
|
|
2022
Q2 | $3.63M | Buy |
17,610
+1,437
| +9% | +$296K | 1.22% | 23 |
|
|
2022
Q1 | $4.14M | Buy |
+16,173
| New | +$4.14M | 1.43% | 21 |
|
|
2021
Q4 | – | Sell |
-15,492
| Closed | -$4.55M | – | 94 |
|
|
2021
Q3 | $4.55M | Buy |
15,492
+1,594
| +11% | +$468K | 1.7% | 18 |
|
|
2021
Q2 | $4.33M | Buy |
13,898
+672
| +5% | +$209K | 1.72% | 19 |
|
|
2021
Q1 | $3.98M | Sell |
13,226
-2,496
| -16% | -$751K | 1.69% | 18 |
|
|
2020
Q4 | $4.51M | Sell |
15,722
-73
| -0.5% | -$20.9K | 2.06% | 14 |
|
|
2020
Q3 | $3.5M | Buy |
15,795
+410
| +3% | +$90.8K | 1.92% | 14 |
|
|
2020
Q2 | $3.18M | Sell |
15,385
-2,181
| -12% | -$451K | 1.87% | 14 |
|
|
2020
Q1 | $2.78M | Buy |
17,566
+1,063
| +6% | +$168K | 2.01% | 14 |
|
|
2019
Q4 | $3.54M | Buy |
+16,503
| New | +$3.54M | 2.26% | 15 |
|