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TPB Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

TPB Wealth Advisors’s Portfolio IWR Stock Details IWR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-19,989
Closed -$1.35M – 40
2022
Q4 		$1.35M Hold
19,989
– – 0.69% 27
2022
Q3 		$1.24M Sell
19,989
-2,536
-11% -$158K 0.59% 26
2022
Q2 		$1.46M Buy
+22,525
New +$1.46M 0.66% 26