TPI
Trust Point Inc’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Sell |
8,587
-1,936
| -18% | -$418K | 0.17% | 63 |
|
|
2025
Q1 | $2.1M | Sell |
10,523
-236
| -2% | -$47.1K | 0.19% | 56 |
|
|
2024
Q4 | $2.38M | Sell |
10,759
-2,104
| -16% | -$465K | 0.16% | 63 |
|
|
2024
Q3 | $2.84M | Sell |
12,863
-22
| -0.2% | -$4.86K | 0.21% | 46 |
|
|
2024
Q2 | $2.61M | Sell |
12,885
-95
| -0.7% | -$19.3K | 0.21% | 49 |
|
|
2024
Q1 | $2.73M | Buy |
12,980
+1,206
| +10% | +$254K | 0.21% | 51 |
|
|
2023
Q4 | $2.36M | Buy |
+11,774
| New | +$2.36M | 0.2% | 54 |
|