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TFB 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 | $3.24M | Buy |
35,208
+435
| +1% | +$40K | 0.85% | 23 |
|
|
2025
Q1 | $2.96M | Buy |
34,773
+2,231
| +7% | +$190K | 0.85% | 23 |
|
|
2024
Q4 | $2.88M | Buy |
32,542
+447
| +1% | +$39.5K | 0.82% | 24 |
|
|
2024
Q3 | $2.83M | Buy |
32,095
+337
| +1% | +$29.7K | 0.84% | 21 |
|
|
2024
Q2 | $2.57M | Buy |
31,758
+73
| +0.2% | +$5.92K | 0.84% | 23 |
|
|
2024
Q1 | $2.52M | Buy |
31,685
+8
| +0% | +$636 | 0.91% | 23 |
|
|
2023
Q4 | $2.46M | Buy |
+31,677
| New | +$2.46M | 1.26% | 19 |
|
|
2023
Q3 | – | Sell |
-30,459
| Closed | -$2.22M | – | 165 |
|
|
2023
Q2 | $2.22M | Buy |
+30,459
| New | +$2.22M | 0.97% | 27 |
|