TCTC Holdings’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257K | Hold |
2,795
| – | – | 0.01% | 191 |
|
|
2025
Q1 | $238K | Hold |
2,795
| – | – | 0.01% | 193 |
|
|
2024
Q4 | $247K | Hold |
2,795
| – | – | 0.01% | 191 |
|
|
2024
Q3 | $246K | Hold |
2,795
| – | – | 0.01% | 189 |
|
|
2024
Q2 | $227K | Sell |
2,795
-139
| -5% | -$11.3K | 0.01% | 189 |
|
|
2024
Q1 | $247K | Hold |
2,934
| – | – | 0.01% | 177 |
|
|
2023
Q4 | $228K | Hold |
2,934
| – | – | 0.01% | 177 |
|
|
2023
Q3 | $203K | Hold |
2,934
| – | – | 0.01% | 179 |
|
|
2023
Q2 | $214K | Sell |
2,934
-100
| -3% | -$7.3K | 0.01% | 177 |
|
|
2023
Q1 | $212K | Buy |
3,034
+233
| +8% | +$16.3K | 0.01% | 179 |
|
|
2022
Q4 | $189K | Hold |
2,801
| – | – | 0.01% | 178 |
|
|
2022
Q3 | $174K | Hold |
2,801
| – | – | 0.01% | 179 |
|
|
2022
Q2 | $181K | Hold |
2,801
| – | – | 0.01% | 182 |
|
|
2022
Q1 | $219K | Sell |
2,801
-62
| -2% | -$4.85K | 0.01% | 181 |
|
|
2021
Q4 | $238K | Sell |
2,863
-800
| -22% | -$66.5K | 0.01% | 188 |
|
|
2021
Q3 | $287K | Buy |
3,663
+1,240
| +51% | +$97.2K | 0.01% | 169 |
|
|
2021
Q2 | $192K | Buy |
2,423
+123
| +5% | +$9.75K | 0.01% | 183 |
|
|
2021
Q1 | $170K | Hold |
2,300
| – | – | 0.01% | 184 |
|
|
2020
Q4 | $158K | Hold |
2,300
| – | – | 0.01% | 182 |
|
|
2020
Q3 | $132K | Hold |
2,300
| – | – | 0.01% | 186 |
|
|
2020
Q2 | $123K | Buy |
+2,300
| New | +$123K | 0.01% | 187 |
|
|
2016
Q3 | – | Sell |
-4,800
| Closed | -$202K | – | 173 |
|
|
2016
Q2 | $202K | Buy |
+4,800
| New | +$202K | 0.01% | 174 |
|
|
2015
Q2 | – | Sell |
-7,012
| Closed | -$303K | – | 175 |
|
|
2015
Q1 | $303K | Hold |
7,012
| – | – | 0.02% | 138 |
|
|
2014
Q4 | $293K | Hold |
7,012
| – | – | 0.02% | 139 |
|
|
2014
Q3 | $278K | Hold |
7,012
| – | – | 0.02% | 143 |
|
|
2014
Q2 | $285K | Hold |
7,012
| – | – | 0.02% | 127 |
|
|
2014
Q1 | $271K | Sell |
7,012
-640
| -8% | -$24.7K | 0.02% | 146 |
|
|
2013
Q4 | $287K | Sell |
7,652
-2,800
| -27% | -$105K | 0.02% | 144 |
|
|
2013
Q3 | $363K | Hold |
10,452
| – | – | 0.02% | 128 |
|
|
2013
Q2 | $339K | Buy |
+10,452
| New | +$339K | 0.02% | 125 |
|