TCA
Trifecta Capital Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.66M | Buy |
16,942
+145
| +0.9% | +$31.3K | 0.61% | 45 |
|
|
2025
Q1 | $3.35M | Sell |
16,797
-531
| -3% | -$106K | 0.7% | 42 |
|
|
2024
Q4 | $3.83M | Sell |
17,328
-77
| -0.4% | -$17K | 0.76% | 38 |
|
|
2024
Q3 | $3.84M | Buy |
17,405
+6
| +0% | +$1.33K | 0.8% | 41 |
|
|
2024
Q2 | $3.53M | Sell |
17,399
-126
| -0.7% | -$25.6K | 0.78% | 40 |
|
|
2024
Q1 | $3.69M | Sell |
17,525
-204
| -1% | -$42.9K | 0.9% | 35 |
|
|
2023
Q4 | $3.56M | Sell |
17,729
-125
| -0.7% | -$25.1K | 0.98% | 30 |
|
|
2023
Q3 | $3.16M | Buy |
17,854
+2,785
| +18% | +$492K | 1.01% | 30 |
|
|
2023
Q2 | $2.82M | Sell |
15,069
-80
| -0.5% | -$15K | 0.91% | 32 |
|
|
2023
Q1 | $2.7M | Buy |
15,149
+1,179
| +8% | +$210K | 0.95% | 30 |
|
|
2022
Q4 | $2.44M | Buy |
+13,970
| New | +$2.44M | 0.97% | 31 |
|