Truepoint Inc’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
Q3 | $394K | Sell |
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|
2025
Q2 | $356K | Hold |
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|
2025
Q1 | $330K | Sell |
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|
2024
Q4 | $387K | Sell |
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|
2024
Q3 | $417K | Buy |
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|
2024
Q2 | $326K | Buy |
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|
2024
Q1 | $317K | Sell |
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|
2023
Q4 | $306K | Sell |
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|
2023
Q3 | $536K | Buy |
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|
2023
Q2 | $343K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $272K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $207K | Buy |
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|
2022
Q1 | $250K | Sell |
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|
2021
Q4 | $275K | Buy |
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|
2021
Q3 | $267K | Sell |
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|
2021
Q2 | $285K | Hold |
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|
2021
Q1 | $274K | Sell |
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|
2020
Q4 | $244K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $264K | Sell |
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|
2019
Q3 | $250K | Sell |
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|
2019
Q2 | $269K | Sell |
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|
2019
Q1 | $281K | Buy |
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|
2018
Q4 | $221K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $36K | Sell |
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|
2017
Q2 | $217K | Sell |
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|
2017
Q1 | $601K | Hold |
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|
2016
Q4 | $590K | Sell |
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|
2016
Q3 | $601K | Sell |
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|
2016
Q2 | $728K | Buy |
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|
2016
Q1 | $590K | Buy |
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|
2015
Q4 | $377K | Buy |
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