TAGStone Capital’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Hold |
2,915
| – | – | 0.11% | 98 |
|
|
2025
Q1 | $248K | Hold |
2,915
| – | – | 0.12% | 85 |
|
|
2024
Q4 | $258K | Hold |
2,915
| – | – | 0.13% | 82 |
|
|
2024
Q3 | $257K | Hold |
2,915
| – | – | 0.13% | 80 |
|
|
2024
Q2 | $236K | Hold |
2,915
| – | – | 0.13% | 82 |
|
|
2024
Q1 | $245K | Hold |
2,915
| – | – | 0.14% | 78 |
|
|
2023
Q4 | $227K | Hold |
2,915
| – | – | 0.15% | 78 |
|
|
2023
Q3 | $203K | Hold |
2,915
| – | – | 0.15% | 77 |
|
|
2023
Q2 | $213K | Hold |
2,915
| – | – | 0.15% | 76 |
|
|
2023
Q1 | $204K | Buy |
+2,915
| New | +$204K | 0.15% | 79 |
|