TFA
Toth Financial Advisory’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
5,007
+2,514
| +101% | +$543K | 0.13% | 124 |
|
|
2025
Q1 | $497K | Sell |
2,493
-2,231
| -47% | -$445K | 0.06% | 155 |
|
|
2024
Q4 | $1.04M | Buy |
4,724
+912
| +24% | +$202K | 0.12% | 122 |
|
|
2024
Q3 | $842K | Buy |
3,812
+294
| +8% | +$64.9K | 0.1% | 134 |
|
|
2024
Q2 | $714K | Buy |
3,518
+14
| +0.4% | +$2.84K | 0.09% | 137 |
|
|
2024
Q1 | $737K | Buy |
3,504
+461
| +15% | +$96.9K | 0.09% | 140 |
|
|
2023
Q4 | $611K | Buy |
3,043
+363
| +14% | +$72.9K | 0.08% | 154 |
|
|
2023
Q3 | $474K | Buy |
2,680
+374
| +16% | +$66.1K | 0.07% | 152 |
|
|
2023
Q2 | $432K | Buy |
2,306
+136
| +6% | +$25.5K | 0.06% | 151 |
|
|
2023
Q1 | $387K | Buy |
2,170
+341
| +19% | +$60.8K | 0.06% | 155 |
|
|
2022
Q4 | $319K | Buy |
1,829
+364
| +25% | +$63.5K | 0.05% | 168 |
|
|
2022
Q3 | $242K | Buy |
1,465
+595
| +68% | +$98.3K | 0.04% | 163 |
|
|
2022
Q2 | $147K | Sell |
870
-99
| -10% | -$16.7K | 0.03% | 189 |
|
|
2022
Q1 | $199K | Buy |
969
+127
| +15% | +$26.1K | 0.03% | 190 |
|
|
2021
Q4 | $187K | Buy |
842
+104
| +14% | +$23.1K | 0.03% | 201 |
|
|
2021
Q3 | $161K | Sell |
738
-22
| -3% | -$4.8K | 0.02% | 206 |
|
|
2021
Q2 | $174K | Buy |
760
+3
| +0.4% | +$687 | 0.03% | 183 |
|
|
2021
Q1 | $167K | Buy |
757
+133
| +21% | +$29.3K | 0.03% | 205 |
|
|
2020
Q4 | $122K | Buy |
624
+156
| +33% | +$30.5K | 0.02% | 208 |
|
|
2020
Q3 | $70K | Buy |
468
+267
| +133% | +$39.9K | 0.01% | 223 |
|
|
2020
Q2 | $29K | Buy |
201
+174
| +644% | +$25.1K | 0.01% | 252 |
|
|
2020
Q1 | $3K | Hold |
27
| – | – | ﹤0.01% | 352 |
|
|
2019
Q4 | $4K | Buy |
+27
| New | +$4K | ﹤0.01% | 360 |
|
|
2018
Q4 | – | Sell |
-60
| Closed | -$10K | – | 430 |
|
|
2018
Q3 | $10K | Hold |
60
| – | – | ﹤0.01% | 308 |
|
|
2018
Q2 | $10K | Buy |
+60
| New | +$10K | ﹤0.01% | 303 |
|