TCG
Transcendent Capital Group’s iShares Russell 2000 ETF IWM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.64M | Buy |
+16,865
| New | +$3.64M | 1.87% | 16 |
|
2025
Q1 | – | Sell |
-201
| Closed | -$44.4K | – | 251 |
|
2024
Q4 | $44.4K | Sell |
201
-15,157
| -99% | -$3.35M | 0.02% | 199 |
|
2024
Q3 | $3.39M | Buy |
15,358
+15,191
| +9,096% | +$3.36M | 1.74% | 17 |
|
2024
Q2 | $33.8K | Sell |
167
-15,700
| -99% | -$3.18M | 0.02% | 220 |
|
2024
Q1 | $3.34M | Buy |
15,867
+7,752
| +96% | +$1.63M | 1.94% | 13 |
|
2023
Q4 | $1.63M | Buy |
+8,115
| New | +$1.63M | 1.09% | 31 |
|