TCG
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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