TCM
TruNorth Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Hold |
1,141
| – | – | 0.05% | 77 |
|
|
2025
Q1 | $228K | Buy |
1,141
+1,001
| +715% | +$200K | 0.06% | 90 |
|
|
2024
Q4 | $30.9K | Hold |
140
| – | – | 0.01% | 196 |
|
|
2024
Q3 | $30.9K | Hold |
140
| – | – | 0.01% | 190 |
|
|
2024
Q2 | $28.4K | Hold |
140
| – | – | 0.01% | 173 |
|
|
2024
Q1 | $29.4K | Buy |
+140
| New | +$29.4K | 0.01% | 133 |
|