TFGT
TS Financial Group (TSFG)’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 | $1.22M | Hold |
13,298
| – | – | 0.22% | 72 |
|
|
2025
Q1 | $1.13M | Buy |
13,298
+1
| +0% | +$85 | 0.23% | 65 |
|
|
2024
Q4 | $1.18M | Buy |
13,297
+1
| +0% | +$88 | 0.24% | 63 |
|
|
2024
Q3 | $1.17M | Buy |
13,296
+63
| +0.5% | +$5.55K | 0.26% | 61 |
|
|
2024
Q2 | $1.07M | Hold |
13,233
| – | – | 0.25% | 64 |
|
|
2024
Q1 | $1.11M | Buy |
13,233
+1
| +0% | +$84 | 0.28% | 63 |
|
|
2023
Q4 | $1.03M | Sell |
13,232
-329
| -2% | -$25.6K | 0.32% | 54 |
|
|
2023
Q3 | $939K | Hold |
13,561
| – | – | 0.33% | 59 |
|
|
2023
Q2 | $990K | Buy |
13,561
+151
| +1% | +$11K | 0.37% | 57 |
|
|
2023
Q1 | $938K | Buy |
13,410
+3,020
| +29% | +$211K | 0.35% | 59 |
|
|
2022
Q4 | $701K | Hold |
10,390
| – | – | 0.28% | 58 |
|
|
2022
Q3 | $646K | Hold |
10,390
| – | – | 0.3% | 49 |
|
|
2022
Q2 | $672K | Hold |
10,390
| – | – | 0.29% | 53 |
|
|
2022
Q1 | $811K | Hold |
10,390
| – | – | 0.29% | 50 |
|
|
2021
Q4 | $862K | Buy |
10,390
+165
| +2% | +$13.7K | 0.3% | 49 |
|
|
2021
Q3 | $800K | Hold |
10,225
| – | – | 0.31% | 49 |
|
|
2021
Q2 | $810K | Hold |
10,225
| – | – | 0.33% | 49 |
|
|
2021
Q1 | $756K | Hold |
10,225
| – | – | 0.38% | 40 |
|
|
2020
Q4 | $701K | Hold |
10,225
| – | – | 0.37% | 40 |
|
|
2020
Q3 | $587K | Hold |
10,225
| – | – | 0.35% | 39 |
|
|
2020
Q2 | $548K | Hold |
10,225
| – | – | 0.36% | 41 |
|
|
2020
Q1 | $441K | Hold |
10,225
| – | – | 0.39% | 42 |
|
|
2019
Q4 | $610K | Hold |
10,225
| – | – | 0.45% | 41 |
|
|
2019
Q3 | $572K | Buy |
10,225
+276
| +3% | +$15.4K | 0.44% | 40 |
|
|
2019
Q2 | $556K | Buy |
9,949
+265
| +3% | +$14.8K | 0.45% | 43 |
|
|
2019
Q1 | $522K | Buy |
+9,684
| New | +$522K | 0.44% | 41 |
|