TBH Global Asset Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,844
| Closed | -$428K | – | 194 |
|
|
2024
Q4 | $428K | Sell |
4,844
-29
| -0.6% | -$2.56K | 0.1% | 162 |
|
|
2024
Q3 | $430K | Sell |
4,873
-2
| -0% | -$176 | 0.09% | 172 |
|
|
2024
Q2 | $395K | Sell |
4,875
-1,945
| -29% | -$158K | 0.09% | 174 |
|
|
2024
Q1 | $573K | Sell |
6,820
-162
| -2% | -$13.6K | 0.11% | 137 |
|
|
2023
Q4 | $543K | Sell |
6,982
-135
| -2% | -$10.5K | 0.11% | 137 |
|
|
2023
Q3 | $493K | Sell |
7,117
-93
| -1% | -$6.44K | 0.09% | 157 |
|
|
2023
Q2 | $527K | Buy |
7,210
+106
| +1% | +$7.74K | 0.1% | 144 |
|
|
2023
Q1 | $497K | Buy |
+7,104
| New | +$497K | 0.11% | 137 |
|