TPG Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

TPG Financial Advisors’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$419K	Hold
2025 Q2	$373K	Buy
2021 Q4	–	Sell
2021 Q3	$208K	Buy
2021 Q2	$217K	Sell
2021 Q1	$246K	Buy