TCI Wealth Advisors’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 | $777K | Sell |
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|
2025
Q2 | $742K | Buy |
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|
2025
Q1 | $658K | Buy |
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|
2024
Q4 | $444K | Sell |
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|
2024
Q3 | $468K | Hold |
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|
2024
Q2 | $430K | Hold |
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|
2024
Q1 | $446K | Sell |
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|
2023
Q4 | $414K | Buy |
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|
2023
Q3 | $368K | Hold |
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|
2023
Q2 | $388K | Sell |
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|
2023
Q1 | $394K | Buy |
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|
2022
Q4 | $18.9K | Sell |
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|
2022
Q3 | $18K | Sell |
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|
2022
Q2 | $45K | Buy |
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|
2022
Q1 | $22K | Buy |
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|
2021
Q4 | $23K | Hold |
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|
2021
Q3 | $22K | Hold |
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|
2021
Q2 | $22K | Hold |
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|
2021
Q1 | $21K | Hold |
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|
2020
Q4 | $19K | Hold |
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|
2020
Q3 | $16K | Hold |
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|
2020
Q2 | $15K | Hold |
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|
2020
Q1 | $12K | Hold |
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|
2019
Q4 | $17K | Sell |
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|
2019
Q3 | $19K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $28K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $32K | Sell |
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|
2015
Q1 | $32K | Sell |
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|
2014
Q4 | $71K | Buy |
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