Truepoint Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $416K | Hold |
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|
2025
Q2 | $397K | Hold |
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|
2025
Q1 | $367K | Sell |
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|
2024
Q4 | $392K | Buy |
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|
2024
Q3 | $372K | Hold |
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|
2024
Q2 | $342K | Hold |
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|
2024
Q1 | $355K | Hold |
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|
2023
Q4 | $328K | Buy |
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|
2023
Q3 | $274K | Hold |
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|
2023
Q2 | $289K | Hold |
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|
2023
Q1 | $276K | Hold |
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|
2022
Q4 | $267K | Sell |
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|
2022
Q3 | $317K | Hold |
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|
2022
Q2 | $330K | Hold |
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|
2022
Q1 | $398K | Hold |
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|
2021
Q4 | $424K | Hold |
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|
2021
Q3 | $399K | Hold |
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|
2021
Q2 | $404K | Hold |
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|
2021
Q1 | $377K | Sell |
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|
2020
Q4 | $351K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $459K | Hold |
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|
2019
Q3 | $430K | Sell |
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|
2019
Q2 | $458K | Buy |
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|
2019
Q1 | $417K | Sell |
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|
2018
Q4 | $361K | Buy |
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|
2018
Q3 | $252K | Sell |
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|
2018
Q2 | $306K | Buy |
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|
2018
Q1 | $1.54K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $307K | Buy |
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|
2017
Q1 | $288K | Hold |
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|
2016
Q4 | $284K | Sell |
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|
2016
Q3 | $309K | Sell |
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|
2016
Q2 | $545K | Hold |
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|
2016
Q1 | $528K | Buy |
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|
2015
Q4 | $442K | Buy |
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