TCM
Triumph Capital 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 | $5.57M | Buy |
25,833
+1,026
| +4% | +$221K | 1.67% | 13 |
|
|
2025
Q1 | $4.95M | Sell |
24,807
-86
| -0.3% | -$17.2K | 1.65% | 12 |
|
|
2024
Q4 | $5.5M | Sell |
24,893
-793
| -3% | -$175K | 1.88% | 9 |
|
|
2024
Q3 | $5.67M | Sell |
25,686
-3,832
| -13% | -$846K | 2.02% | 9 |
|
|
2024
Q2 | $5.99M | Buy |
29,518
+2,782
| +10% | +$564K | 2.34% | 7 |
|
|
2024
Q1 | $5.57M | Sell |
26,736
-38
| -0.1% | -$7.92K | 2.27% | 8 |
|
|
2023
Q4 | $5.37M | Buy |
26,774
+4,093
| +18% | +$822K | 2.28% | 9 |
|
|
2023
Q3 | $4.03M | Buy |
22,681
+578
| +3% | +$103K | 1.83% | 10 |
|
|
2023
Q2 | $4.14M | Sell |
22,103
-1,244
| -5% | -$233K | 1.88% | 9 |
|
|
2023
Q1 | $4.17M | Sell |
23,347
-146
| -0.6% | -$26K | 2.13% | 10 |
|
|
2022
Q4 | $4.1M | Buy |
23,493
+5,586
| +31% | +$974K | 2.19% | 10 |
|
|
2022
Q3 | $2.95M | Buy |
+17,907
| New | +$2.95M | 1.61% | 13 |
|
|
2022
Q1 | – | Sell |
-4,986
| Closed | -$1.11M | – | 222 |
|
|
2021
Q4 | $1.11M | Buy |
4,986
+1,254
| +34% | +$279K | 0.48% | 50 |
|
|
2021
Q3 | $816K | Sell |
3,732
-337
| -8% | -$73.7K | 0.38% | 66 |
|
|
2021
Q2 | $891K | Buy |
+4,069
| New | +$891K | 0.52% | 46 |
|