TFC Financial Management’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
Q2 | $515K | Hold |
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|
2025
Q1 | $477K | Sell |
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|
2024
Q4 | $530K | Hold |
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|
2024
Q3 | $529K | Hold |
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|
2024
Q2 | $486K | Sell |
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|
2024
Q1 | $526K | Sell |
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|
2023
Q4 | $489K | Buy |
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|
2023
Q3 | $433K | Hold |
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|
2023
Q2 | $457K | Hold |
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|
2023
Q1 | $437K | Buy |
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|
2022
Q4 | $17K | Hold |
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|
2022
Q3 | $16K | Hold |
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|
2022
Q2 | $16K | Buy |
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