TPA
Trivium Point Advisory’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.46M | Buy |
+11,388
| New | +$2.46M | 0.27% | 98 |
|
|
2025
Q1 | – | Sell |
-1,945
| Closed | -$430K | – | 343 |
|
|
2024
Q4 | $430K | Buy |
+1,945
| New | +$430K | 0.05% | 242 |
|
|
2022
Q3 | – | Sell |
-4,066
| Closed | -$714K | – | 197 |
|
|
2022
Q2 | $714K | Sell |
4,066
-8,258
| -67% | -$1.45M | 0.21% | 127 |
|
|
2022
Q1 | $2.47M | Buy |
12,324
+2,015
| +20% | +$403K | 0.55% | 62 |
|
|
2021
Q4 | $2.29M | Buy |
10,309
+242
| +2% | +$53.8K | 0.48% | 71 |
|
|
2021
Q3 | $2.25M | Buy |
10,067
+1,989
| +25% | +$444K | 0.53% | 63 |
|
|
2021
Q2 | $1.85M | Buy |
+8,078
| New | +$1.85M | 0.46% | 79 |
|