TCPG
Trivant Custom Portfolio 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 | – | Sell |
-800
| Closed | -$160K | – | 152 |
|
|
2025
Q1 | $160K | Hold |
800
| – | – | 0.09% | 81 |
|
|
2024
Q4 | $177K | Hold |
800
| – | – | 0.1% | 70 |
|
|
2024
Q3 | $177K | Hold |
800
| – | – | 0.1% | 70 |
|
|
2024
Q2 | $162K | Hold |
800
| – | – | 0.1% | 70 |
|
|
2024
Q1 | $168K | Hold |
800
| – | – | 0.11% | 63 |
|
|
2023
Q4 | $161K | Buy |
+800
| New | +$161K | 0.11% | 63 |
|
|
2023
Q2 | – | Sell |
-800
| Closed | -$143K | – | 214 |
|
|
2023
Q1 | $143K | Buy |
+800
| New | +$143K | 0.1% | 61 |
|