TPG Financial Advisors’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 | $1.04M | Buy |
11,361
+4,551
| +67% | +$419K | 0.42% | 35 |
|
|
2025
Q1 | $579K | Buy |
6,810
+47
| +0.7% | +$4K | 0.26% | 39 |
|
|
2024
Q4 | $598K | Hold |
6,763
| – | – | 0.26% | 43 |
|
|
2024
Q3 | $596K | Hold |
6,763
| – | – | 0.27% | 41 |
|
|
2024
Q2 | $548K | Buy |
+6,763
| New | +$548K | 0.26% | 42 |
|
|
2023
Q4 | $521K | Buy |
6,763
+217
| +3% | +$16.7K | 0.27% | 42 |
|
|
2023
Q3 | $453K | Buy |
6,546
+1,874
| +40% | +$130K | 0.23% | 40 |
|
|
2023
Q2 | $341K | Hold |
4,672
| – | – | 0.18% | 42 |
|
|
2023
Q1 | $327K | Hold |
4,672
| – | – | 0.18% | 40 |
|
|
2022
Q4 | $315K | Buy |
4,672
+666
| +17% | +$44.9K | 0.19% | 38 |
|
|
2022
Q3 | $249K | Hold |
4,006
| – | – | 0.15% | 39 |
|
|
2022
Q2 | $259K | Hold |
4,006
| – | – | 0.17% | 34 |
|
|
2022
Q1 | $313K | Hold |
4,006
| – | – | 0.19% | 35 |
|
|
2021
Q4 | $333K | Hold |
4,006
| – | – | 0.2% | 33 |
|
|
2021
Q3 | $313K | Hold |
4,006
| – | – | 0.21% | 32 |
|
|
2021
Q2 | $317K | Hold |
4,006
| – | – | 0.22% | 31 |
|
|
2021
Q1 | $296K | Hold |
4,006
| – | – | 0.21% | 33 |
|
|
2020
Q4 | $275K | Hold |
4,006
| – | – | 0.2% | 34 |
|
|
2020
Q3 | $230K | Sell |
4,006
-710
| -15% | -$40.8K | 0.2% | 36 |
|
|
2020
Q2 | $253K | Hold |
4,716
| – | – | 0.23% | 34 |
|
|
2020
Q1 | $204K | Sell |
4,716
-364
| -7% | -$15.7K | 0.2% | 43 |
|
|
2019
Q4 | $303K | Buy |
5,080
+364
| +8% | +$21.7K | 0.25% | 43 |
|
|
2019
Q3 | $264K | Hold |
4,716
| – | – | 0.24% | 40 |
|
|
2019
Q2 | $268K | Buy |
4,716
+956
| +25% | +$54.3K | 0.25% | 36 |
|
|
2019
Q1 | $205K | Buy |
+3,760
| New | +$205K | 0.2% | 37 |
|