Trivium Point Advisory’s iShares Russell 2000 ETF IWM Stock Holding History

Trivium Point Advisory’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.46M	Buy
2025 Q1	–	Sell
2024 Q4	$430K	Buy
2022 Q3	–	Sell
2022 Q2	$714K	Sell
2022 Q1	$2.47M	Buy
2021 Q4	$2.29M	Buy
2021 Q3	$2.25M	Buy
2021 Q2	$1.85M	Buy