TFGT
TS Financial Group (TSFG)’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.06M | Sell |
6,061
-16
| -0.3% | -$5.43K | 0.37% | 54 |
|
|
2025
Q1 | $1.86M | Sell |
6,077
-834
| -12% | -$256K | 0.38% | 47 |
|
|
2024
Q4 | $2.23M | Sell |
6,911
-46
| -0.7% | -$14.8K | 0.46% | 46 |
|
|
2024
Q3 | $2.19M | Buy |
6,957
+116
| +2% | +$36.5K | 0.48% | 42 |
|
|
2024
Q2 | $2.04M | Sell |
6,841
-315
| -4% | -$93.7K | 0.48% | 41 |
|
|
2024
Q1 | $2.06M | Buy |
7,156
+1
| +0% | +$288 | 0.52% | 39 |
|
|
2023
Q4 | $1.88M | Sell |
7,155
-1,393
| -16% | -$365K | 0.59% | 34 |
|
|
2023
Q3 | $2.01M | Hold |
8,548
| – | – | 0.72% | 31 |
|
|
2023
Q2 | $2.08M | Sell |
8,548
-15
| -0.2% | -$3.66K | 0.78% | 29 |
|
|
2023
Q1 | $1.93M | Buy |
8,563
+1
| +0% | +$225 | 0.72% | 31 |
|
|
2022
Q4 | $1.8M | Sell |
8,562
-16
| -0.2% | -$3.37K | 0.72% | 30 |
|
|
2022
Q3 | $1.69M | Sell |
8,578
-16
| -0.2% | -$3.16K | 0.79% | 26 |
|
|
2022
Q2 | $1.79M | Sell |
8,594
-90
| -1% | -$18.7K | 0.77% | 29 |
|
|
2022
Q1 | $2.17M | Sell |
8,684
-30
| -0.3% | -$7.5K | 0.79% | 26 |
|
|
2021
Q4 | $2.3M | Buy |
8,714
+301
| +4% | +$79.6K | 0.8% | 26 |
|
|
2021
Q3 | $2.03M | Buy |
8,413
+1
| +0% | +$242 | 0.79% | 28 |
|
|
2021
Q2 | $2.04M | Buy |
8,412
+64
| +0.8% | +$15.5K | 0.82% | 27 |
|
|
2021
Q1 | $1.87M | Buy |
8,348
+1
| +0% | +$224 | 0.95% | 23 |
|
|
2020
Q4 | $1.77M | Buy |
8,347
+51
| +0.6% | +$10.8K | 0.94% | 23 |
|
|
2020
Q3 | $1.55M | Buy |
8,296
+1
| +0% | +$187 | 0.92% | 22 |
|
|
2020
Q2 | $1.42M | Buy |
8,295
+701
| +9% | +$120K | 0.94% | 21 |
|
|
2020
Q1 | $1.08M | Sell |
7,594
-1,977
| -21% | -$280K | 0.96% | 19 |
|
|
2019
Q4 | $1.71M | Sell |
9,571
-476
| -5% | -$84.9K | 1.27% | 15 |
|
|
2019
Q3 | $1.65M | Buy |
10,047
+177
| +2% | +$29.1K | 1.27% | 16 |
|
|
2019
Q2 | $1.61M | Buy |
9,870
+101
| +1% | +$16.4K | 1.29% | 18 |
|
|
2019
Q1 | $1.54M | Buy |
+9,769
| New | +$1.54M | 1.31% | 17 |
|