TPG Financial Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,736	Closed	-$219K	–	70
2025 Q1	$219K	Sell	1,736 -122	-7%	-$15.4K	0.1%	61
2024 Q4	$240K	Sell	1,858 -114	-6%	-$14.7K	0.1%	56
2024 Q3	$261K	Buy	1,972 +25	+1%	+$3.31K	0.12%	56
2024 Q2	$235K	Buy	+1,947	New	+$235K	0.11%	60