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

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