TA
TruWealth Advisors’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 | $245K | Hold |
2,664
| – | – | 0.01% | 158 |
|
|
2025
Q1 | $227K | Sell |
2,664
-241
| -8% | -$20.5K | 0.01% | 151 |
|
|
2024
Q4 | $257K | Hold |
2,905
| – | – | 0.02% | 136 |
|
|
2024
Q3 | $256K | Hold |
2,905
| – | – | 0.02% | 142 |
|
|
2024
Q2 | $236K | Hold |
2,905
| – | – | 0.02% | 150 |
|
|
2024
Q1 | $244K | Sell |
2,905
-107
| -4% | -$9K | 0.02% | 147 |
|
|
2023
Q4 | $234K | Hold |
3,012
| – | – | 0.02% | 138 |
|
|
2023
Q3 | $209K | Hold |
3,012
| – | – | 0.02% | 143 |
|
|
2023
Q2 | $220K | Hold |
3,012
| – | – | 0.02% | 141 |
|
|
2023
Q1 | $211K | Hold |
3,012
| – | – | 0.02% | 143 |
|
|
2022
Q4 | $203K | Buy |
+3,012
| New | +$203K | 0.02% | 134 |
|
|
2022
Q2 | – | Sell |
-3,012
| Closed | -$235K | – | 141 |
|
|
2022
Q1 | $235K | Hold |
3,012
| – | – | 0.02% | 111 |
|
|
2021
Q4 | $250K | Hold |
3,012
| – | – | 0.03% | 106 |
|
|
2021
Q3 | $236K | Hold |
3,012
| – | – | 0.03% | 106 |
|
|
2021
Q2 | $239K | Hold |
3,012
| – | – | 0.03% | 103 |
|
|
2021
Q1 | $223K | Hold |
3,012
| – | – | 0.03% | 103 |
|
|
2020
Q4 | $206K | Buy |
+3,012
| New | +$206K | 0.03% | 106 |
|