TPI
Trust Point Inc’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.86M | Sell |
96,356
-9,453
| -9% | -$869K | 0.84% | 15 |
|
|
2025
Q1 | $9M | Sell |
105,809
-362
| -0.3% | -$30.8K | 0.82% | 16 |
|
|
2024
Q4 | $9.39M | Buy |
106,171
+6,497
| +7% | +$574K | 0.65% | 22 |
|
|
2024
Q3 | $8.79M | Sell |
99,674
-1,663
| -2% | -$147K | 0.66% | 15 |
|
|
2024
Q2 | $8.22M | Sell |
101,337
-2,793
| -3% | -$226K | 0.66% | 18 |
|
|
2024
Q1 | $8.76M | Sell |
104,130
-1,154
| -1% | -$97K | 0.69% | 17 |
|
|
2023
Q4 | $8.18M | Buy |
+105,284
| New | +$8.18M | 0.68% | 15 |
|