Tran Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Tran Capital Management’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 Q2	$451K	Buy
2025 Q1	$417K	Hold
2024 Q4	$462K	Hold
2024 Q3	$462K	Sell
2024 Q2	$472K	Buy
2024 Q1	$431K	Buy
2023 Q1	–	Sell
2022 Q4	$296K	Buy