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	+322	New	+$32.2K	﹤0.01%	257
2025 Q1	–	Sell	-5,731	Closed	-$507K	–	104
2024 Q4	$507K	Sell	5,731 -222	-4%	-$20.1K	0.04%	38
2024 Q3	$525K	Hold	5,953	–	–	0.04%	36
2024 Q2	$483K	Sell	5,953 -365	-6%	-$29.7K	0.04%	38
2024 Q1	$531K	Sell	6,318 -261	-4%	-$20.7K	0.05%	41
2023 Q4	$511K	Buy	6,579 +122	+2%	+$8.67K	0.06%	40
2023 Q3	$447K	Sell	6,457 -470	-7%	-$34.3K	0.05%	76
2023 Q2	$506K	Sell	6,927 -198	-3%	-$13.8K	0.06%	77
2023 Q1	$498K	Hold	7,125	–	–	0.06%	79
2022 Q4	$481K	Sell	7,125 -180	-2%	-$12.1K	0.07%	76
2022 Q3	$454K	Sell	7,305 -47	-0.6%	-$3.23K	0.07%	88
2022 Q2	$475K	Sell	7,352 -19,200	-72%	-$1.37M	0.07%	85
2022 Q1	$2.07M	Buy	26,552 +2,204	+9%	+$170K	0.3%	31
2021 Q4	$2.02M	Buy	24,348 +3,467	+17%	+$285K	0.27%	42
2021 Q3	$1.63M	Buy	20,881 +14,576	+231%	+$1.17M	0.22%	49
2021 Q2	$500K	Sell	6,305 -2,011	-24%	-$156K	0.07%	79
2021 Q1	$615K	Hold	8,316	–	–	0.09%	91
2020 Q4	$570K	Buy	+8,316	New	+$530K	0.09%	89