Trust Company of the South’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Trust Company of the South’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$547K	Sell
2025 Q2	$541K	Hold
2025 Q1	$500K	Hold
2024 Q4	$520K	Sell
2024 Q3	$797K	Hold
2024 Q2	$733K	Hold
2024 Q1	$761K	Hold
2023 Q4	$703K	Buy