TLA
Tanglewood Legacy Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.98M | Sell |
86,820
-2,547
| -3% | -$234K | 3.28% | 4 |
|
|
2025
Q1 | $7.6M | Buy |
89,367
+5,575
| +7% | +$474K | 3.33% | 4 |
|
|
2024
Q4 | $7.41M | Buy |
83,792
+1,270
| +2% | +$112K | 3.17% | 3 |
|
|
2024
Q3 | $7.27M | Buy |
82,522
+2,135
| +3% | +$188K | 3.23% | 3 |
|
|
2024
Q2 | $6.52M | Buy |
80,387
+6,374
| +9% | +$517K | 3.08% | 3 |
|
|
2024
Q1 | $6.22M | Buy |
74,013
+2,591
| +4% | +$218K | 3.07% | 5 |
|
|
2023
Q4 | $5.55M | Sell |
71,422
-787
| -1% | -$61.2K | 3.03% | 5 |
|
|
2023
Q3 | $5M | Sell |
72,209
-270
| -0.4% | -$18.7K | 3% | 5 |
|
|
2023
Q2 | $5.29M | Buy |
72,479
+4,155
| +6% | +$303K | 3.06% | 5 |
|
|
2023
Q1 | $4.78M | Sell |
68,324
-2,714
| -4% | -$190K | 3.05% | 5 |
|
|
2022
Q4 | $4.79M | Buy |
+71,038
| New | +$4.79M | 3.41% | 5 |
|