TFM
TFC Financial Management’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 | $515K | Hold |
5,605
| – | – | 0.07% | 75 |
|
|
2025
Q1 | $477K | Sell |
5,605
-395
| -7% | -$33.6K | 0.07% | 72 |
|
|
2024
Q4 | $530K | Hold |
6,000
| – | – | 0.08% | 66 |
|
|
2024
Q3 | $529K | Hold |
6,000
| – | – | 0.08% | 69 |
|
|
2024
Q2 | $486K | Sell |
6,000
-252
| -4% | -$20.4K | 0.09% | 73 |
|
|
2024
Q1 | $526K | Sell |
6,252
-42
| -0.7% | -$3.53K | 0.09% | 70 |
|
|
2023
Q4 | $489K | Buy |
6,294
+42
| +0.7% | +$3.27K | 0.1% | 69 |
|
|
2023
Q3 | $433K | Hold |
6,252
| – | – | 0.1% | 70 |
|
|
2023
Q2 | $457K | Hold |
6,252
| – | – | 0.11% | 70 |
|
|
2023
Q1 | $437K | Buy |
6,252
+6,000
| +2,381% | +$420K | 0.11% | 67 |
|
|
2022
Q4 | $17K | Hold |
252
| – | – | ﹤0.01% | 273 |
|
|
2022
Q3 | $16K | Hold |
252
| – | – | 0.01% | 267 |
|
|
2022
Q2 | $16K | Buy |
+252
| New | +$16K | ﹤0.01% | 275 |
|