TRIA
Trail Ridge Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,125
| Closed | -$210K | – | 124 |
|
|
2022
Q3 | $210K | Sell |
1,125
-600
| -35% | -$112K | 0.14% | 123 |
|
|
2022
Q2 | $292K | Sell |
1,725
-2,930
| -63% | -$496K | 0.2% | 124 |
|
|
2022
Q1 | $956K | Sell |
4,655
-445
| -9% | -$91.4K | 0.59% | 52 |
|
|
2021
Q4 | $1.13M | Buy |
+5,100
| New | +$1.13M | 0.68% | 48 |
|