TAGStone Capital’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$281K Hold
2025
Q2
$271K Hold
2025
Q1
$248K Hold
2024
Q4
$258K Hold
2024
Q3
$257K Hold
2024
Q2
$236K Hold
2024
Q1
$245K Hold
2023
Q4
$227K Hold
2023
Q3
$203K Hold
2023
Q2
$213K Hold
2023
Q1
$204K Buy