True Link Financial Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $31.3K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $507K | Sell |
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|
2024
Q3 | $525K | Hold |
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|
2024
Q2 | $483K | Sell |
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|
2024
Q1 | $531K | Sell |
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|
2023
Q4 | $511K | Buy |
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|
2023
Q3 | $447K | Sell |
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|
2023
Q2 | $506K | Sell |
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|
2023
Q1 | $498K | Hold |
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|
2022
Q4 | $481K | Sell |
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|
2022
Q3 | $454K | Sell |
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|
2022
Q2 | $475K | Sell |
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|
2022
Q1 | $2.07M | Buy |
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|
2021
Q4 | $2.02M | Buy |
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|
2021
Q3 | $1.63M | Buy |
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|
2021
Q2 | $500K | Sell |
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|
2021
Q1 | $615K | Hold |
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|
2020
Q4 | $570K | Buy |
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