TMWM
Taylor & Morgan Wealth Management’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 | $10.6M | Buy |
115,764
+357
| +0.3% | +$32.8K | 7.19% | 4 |
|
|
2025
Q1 | $9.82M | Buy |
115,407
+3,342
| +3% | +$284K | 7.4% | 4 |
|
|
2024
Q4 | $9.91M | Buy |
112,065
+707
| +0.6% | +$62.5K | 6.96% | 4 |
|
|
2024
Q3 | $9.82M | Buy |
111,358
+1,315
| +1% | +$116K | 6.58% | 4 |
|
|
2024
Q2 | $8.92M | Buy |
110,043
+3,725
| +4% | +$302K | 6.31% | 4 |
|
|
2024
Q1 | $8.94M | Buy |
106,318
+12,030
| +13% | +$1.01M | 6.56% | 4 |
|
|
2023
Q4 | $7.33M | Buy |
94,288
+3,379
| +4% | +$263K | 5.83% | 5 |
|
|
2023
Q3 | $6.3M | Sell |
90,909
-2,708
| -3% | -$188K | 5.67% | 5 |
|
|
2023
Q2 | $6.84M | Buy |
93,617
+19,725
| +27% | +$1.44M | 5.61% | 5 |
|
|
2023
Q1 | $5.17M | Buy |
73,892
+8,023
| +12% | +$561K | 4.49% | 7 |
|
|
2022
Q4 | $4.44M | Buy |
65,869
+1,837
| +3% | +$124K | 4.19% | 6 |
|
|
2022
Q3 | $3.98M | Sell |
64,032
-2,217
| -3% | -$138K | 3.96% | 7 |
|
|
2022
Q2 | $4.28M | Buy |
66,249
+1,560
| +2% | +$101K | 4.06% | 7 |
|
|
2022
Q1 | $5.05M | Buy |
64,689
+15,229
| +31% | +$1.19M | 4.13% | 7 |
|
|
2021
Q4 | $4.11M | Buy |
+49,460
| New | +$4.11M | 3.32% | 8 |
|