TCM
Triumph Capital 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 | $5.66M | Buy |
61,508
+1,671
| +3% | +$154K | 1.7% | 12 |
|
|
2025
Q1 | $5.09M | Buy |
59,837
+717
| +1% | +$61K | 1.7% | 11 |
|
|
2024
Q4 | $5.23M | Sell |
59,120
-416
| -0.7% | -$36.8K | 1.79% | 10 |
|
|
2024
Q3 | $5.25M | Buy |
59,536
+320
| +0.5% | +$28.2K | 1.87% | 10 |
|
|
2024
Q2 | $4.8M | Buy |
59,216
+1,937
| +3% | +$157K | 1.88% | 11 |
|
|
2024
Q1 | $4.79M | Sell |
57,279
-9,045
| -14% | -$756K | 1.95% | 10 |
|
|
2023
Q4 | $5.16M | Buy |
66,324
+6,377
| +11% | +$496K | 2.19% | 10 |
|
|
2023
Q3 | $4.17M | Buy |
59,947
+1,272
| +2% | +$88.5K | 1.89% | 9 |
|
|
2023
Q2 | $4.29M | Sell |
58,675
-5,340
| -8% | -$390K | 1.94% | 8 |
|
|
2023
Q1 | $4.48M | Buy |
+64,015
| New | +$4.48M | 2.29% | 9 |
|