TPI
Trust Point Inc’s iShares Russell 2000 Value ETF IWN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $390K | Sell |
2,472
-139
| -5% | -$21.9K | 0.04% | 234 |
|
2025
Q1 | $394K | Hold |
2,611
| – | – | 0.04% | 273 |
|
2024
Q4 | $429K | Buy |
2,611
+1,219
| +88% | +$200K | 0.03% | 327 |
|
2024
Q3 | $232K | Hold |
1,392
| – | – | 0.02% | 454 |
|
2024
Q2 | $212K | Hold |
1,392
| – | – | 0.02% | 473 |
|
2024
Q1 | $221K | Sell |
1,392
-92
| -6% | -$14.6K | 0.02% | 485 |
|
2023
Q4 | $231K | Buy |
+1,484
| New | +$231K | 0.02% | 453 |
|