Truepoint Inc’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Truepoint Inc’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$397K	Hold	4,313	–	–	0.01%	106
2025 Q1	$367K	Sell	4,313 -124	-3%	-$10.5K	0.01%	104
2024 Q4	$392K	Buy	4,437 +218	+5%	+$19.3K	0.01%	101
2024 Q3	$372K	Hold	4,219	–	–	0.01%	104
2024 Q2	$342K	Hold	4,219	–	–	0.01%	97
2024 Q1	$355K	Hold	4,219	–	–	0.01%	100
2023 Q4	$328K	Buy	4,219 +266	+7%	+$20.7K	0.01%	159
2023 Q3	$274K	Hold	3,953	–	–	0.01%	162
2023 Q2	$289K	Hold	3,953	–	–	0.01%	124
2023 Q1	$276K	Hold	3,953	–	–	0.01%	120
2022 Q4	$267K	Sell	3,953 -1,150	-23%	-$77.6K	0.01%	134
2022 Q3	$317K	Hold	5,103	–	–	0.02%	118
2022 Q2	$330K	Hold	5,103	–	–	0.02%	122
2022 Q1	$398K	Hold	5,103	–	–	0.02%	101
2021 Q4	$424K	Hold	5,103	–	–	0.02%	96
2021 Q3	$399K	Hold	5,103	–	–	0.02%	97
2021 Q2	$404K	Hold	5,103	–	–	0.02%	87
2021 Q1	$377K	Sell	5,103 -16	-0.3%	-$1.18K	0.02%	86
2020 Q4	$351K	Buy	+5,119	New	+$351K	0.02%	86
2020 Q1	–	Sell	-7,692	Closed	-$459K	–	74
2019 Q4	$459K	Hold	7,692	–	–	0.03%	70
2019 Q3	$430K	Sell	7,692 -501	-6%	-$28K	0.04%	69
2019 Q2	$458K	Buy	8,193 +469	+6%	+$26.2K	0.04%	73
2019 Q1	$417K	Sell	7,724 -48	-0.6%	-$2.59K	0.04%	71
2018 Q4	$361K	Buy	7,772 +3,200	+70%	+$149K	0.03%	73
2018 Q3	$252K	Sell	4,572 -1,200	-21%	-$66.1K	0.02%	93
2018 Q2	$306K	Buy	5,772 +4,496	+352%	+$238K	0.03%	80
2018 Q1	$1.54K	Buy	+1,276	New	+$1.54K	0.01%	94
2017 Q3	–	Sell	-6,352	Closed	-$307K	–	107
2017 Q2	$307K	Buy	6,352 +200	+3%	+$9.67K	0.03%	79
2017 Q1	$288K	Hold	6,152	–	–	0.03%	77
2016 Q4	$284K	Sell	6,152 -944	-13%	-$43.6K	0.03%	72
2016 Q3	$309K	Sell	7,096 -5,856	-45%	-$255K	0.04%	58
2016 Q2	$545K	Hold	12,952	–	–	0.07%	42
2016 Q1	$528K	Buy	12,952 +1,920	+17%	+$78.3K	0.07%	43
2015 Q4	$442K	Buy	+11,032	New	+$442K	0.06%	40