TSWM
Triangle Securities Wealth 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 | – | Sell |
-2,660
| Closed | -$531K | – | 205 |
|
|
2025
Q1 | $531K | Buy |
+2,660
| New | +$531K | 0.14% | 149 |
|
|
2016
Q2 | – | Sell |
-2,017
| Closed | -$223K | – | 124 |
|
|
2016
Q1 | $223K | Buy |
+2,017
| New | +$223K | 0.15% | 126 |
|
|
2015
Q4 | – | Sell |
-2,966
| Closed | -$324K | – | 125 |
|
|
2015
Q3 | $324K | Buy |
2,966
+200
| +7% | +$21.8K | 0.25% | 102 |
|
|
2015
Q2 | $345K | Hold |
2,766
| – | – | 0.24% | 102 |
|
|
2015
Q1 | $344K | Hold |
2,766
| – | – | 0.24% | 102 |
|
|
2014
Q4 | $331K | Buy |
+2,766
| New | +$331K | 0.24% | 98 |
|
|
2014
Q3 | – | Sell |
-1,816
| Closed | -$216K | – | 124 |
|
|
2014
Q2 | $216K | Buy |
+1,816
| New | +$216K | 0.17% | 120 |
|
|
2013
Q3 | – | Sell |
-1,820
| Closed | -$177K | – | 255 |
|
|
2013
Q2 | $177K | Buy |
+1,820
| New | +$177K | 0.13% | 124 |
|