TFGT
TS Financial Group (TSFG)’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Sell |
7,791
-107
| -1% | -$23.1K | 0.3% | 59 |
|
|
2025
Q1 | $1.58M | Buy |
7,898
+317
| +4% | +$63.2K | 0.32% | 53 |
|
|
2024
Q4 | $1.68M | Sell |
7,581
-151
| -2% | -$33.4K | 0.34% | 53 |
|
|
2024
Q3 | $1.71M | Buy |
7,732
+456
| +6% | +$101K | 0.37% | 49 |
|
|
2024
Q2 | $1.48M | Sell |
7,276
-721
| -9% | -$146K | 0.35% | 51 |
|
|
2024
Q1 | $1.68M | Sell |
7,997
-129
| -2% | -$27.1K | 0.42% | 44 |
|
|
2023
Q4 | $1.63M | Sell |
8,126
-1,698
| -17% | -$341K | 0.51% | 39 |
|
|
2023
Q3 | $1.74M | Buy |
9,824
+192
| +2% | +$33.9K | 0.62% | 36 |
|
|
2023
Q2 | $1.8M | Buy |
9,632
+64
| +0.7% | +$12K | 0.67% | 32 |
|
|
2023
Q1 | $1.71M | Buy |
9,568
+1,185
| +14% | +$211K | 0.63% | 33 |
|
|
2022
Q4 | $1.46M | Buy |
8,383
+3,552
| +74% | +$619K | 0.58% | 38 |
|
|
2022
Q3 | $797K | Sell |
4,831
-24
| -0.5% | -$3.96K | 0.37% | 45 |
|
|
2022
Q2 | $822K | Sell |
4,855
-39
| -0.8% | -$6.6K | 0.35% | 47 |
|
|
2022
Q1 | $1.01M | Sell |
4,894
-233
| -5% | -$47.8K | 0.36% | 45 |
|
|
2021
Q4 | $1.14M | Sell |
5,127
-2
| -0% | -$445 | 0.4% | 37 |
|
|
2021
Q3 | $1.12M | Sell |
5,129
-38
| -0.7% | -$8.31K | 0.44% | 36 |
|
|
2021
Q2 | $1.19M | Buy |
5,167
+46
| +0.9% | +$10.6K | 0.48% | 36 |
|
|
2021
Q1 | $1.13M | Sell |
5,121
-1,837
| -26% | -$406K | 0.58% | 28 |
|
|
2020
Q4 | $1.36M | Buy |
6,958
+2,131
| +44% | +$418K | 0.73% | 26 |
|
|
2020
Q3 | $723K | Sell |
4,827
-1,402
| -23% | -$210K | 0.43% | 33 |
|
|
2020
Q2 | $892K | Buy |
6,229
+1,901
| +44% | +$272K | 0.59% | 25 |
|
|
2020
Q1 | $495K | Sell |
4,328
-2,564
| -37% | -$293K | 0.44% | 39 |
|
|
2019
Q4 | $1.14M | Buy |
6,892
+410
| +6% | +$67.9K | 0.85% | 24 |
|
|
2019
Q3 | $981K | Buy |
6,482
+296
| +5% | +$44.8K | 0.75% | 26 |
|
|
2019
Q2 | $962K | Sell |
6,186
-1,220
| -16% | -$190K | 0.77% | 26 |
|
|
2019
Q1 | $1.13M | Buy |
+7,406
| New | +$1.13M | 0.96% | 22 |
|