True Link 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
Q1 | – | Sell |
-5,731
| Closed | -$507K | – | 104 |
|
|
2024
Q4 | $507K | Sell |
5,731
-222
| -4% | -$19.6K | 0.04% | 38 |
|
|
2024
Q3 | $525K | Hold |
5,953
| – | – | 0.04% | 36 |
|
|
2024
Q2 | $483K | Sell |
5,953
-365
| -6% | -$29.6K | 0.04% | 38 |
|
|
2024
Q1 | $531K | Sell |
6,318
-261
| -4% | -$21.9K | 0.05% | 41 |
|
|
2023
Q4 | $511K | Buy |
6,579
+122
| +2% | +$9.48K | 0.06% | 40 |
|
|
2023
Q3 | $447K | Sell |
6,457
-470
| -7% | -$32.5K | 0.05% | 76 |
|
|
2023
Q2 | $506K | Sell |
6,927
-198
| -3% | -$14.5K | 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% | -$2.92K | 0.07% | 88 |
|
|
2022
Q2 | $475K | Sell |
7,352
-19,200
| -72% | -$1.24M | 0.07% | 85 |
|
|
2022
Q1 | $2.07M | Buy |
26,552
+2,204
| +9% | +$172K | 0.3% | 31 |
|
|
2021
Q4 | $2.02M | Buy |
24,348
+3,467
| +17% | +$288K | 0.27% | 42 |
|
|
2021
Q3 | $1.63M | Buy |
20,881
+14,576
| +231% | +$1.14M | 0.22% | 49 |
|
|
2021
Q2 | $500K | Sell |
6,305
-2,011
| -24% | -$159K | 0.07% | 79 |
|
|
2021
Q1 | $615K | Hold |
8,316
| – | – | 0.09% | 91 |
|
|
2020
Q4 | $570K | Buy |
+8,316
| New | +$570K | 0.09% | 89 |
|