TCM
Tran Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $451K | Buy |
2,091
+1
| +0% | +$216 | 0.05% | 57 |
|
|
2025
Q1 | $417K | Hold |
2,090
| – | – | 0.06% | 53 |
|
|
2024
Q4 | $462K | Hold |
2,090
| – | – | 0.05% | 51 |
|
|
2024
Q3 | $462K | Sell |
2,090
-235
| -10% | -$51.9K | 0.05% | 50 |
|
|
2024
Q2 | $472K | Buy |
2,325
+275
| +13% | +$55.8K | 0.05% | 42 |
|
|
2024
Q1 | $431K | Buy |
+2,050
| New | +$431K | 0.05% | 40 |
|
|
2023
Q1 | – | Sell |
-1,699
| Closed | -$296K | – | 41 |
|
|
2022
Q4 | $296K | Buy |
+1,699
| New | +$296K | 0.04% | 39 |
|