TS Financial Group (TSFG)’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Hold |
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|
2025
Q1 | $1.13M | Buy |
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|
2024
Q4 | $1.18M | Buy |
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|
2024
Q3 | $1.17M | Buy |
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|
2024
Q2 | $1.07M | Hold |
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|
2024
Q1 | $1.11M | Buy |
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|
2023
Q4 | $1.03M | Sell |
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|
2023
Q3 | $939K | Hold |
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|
2023
Q2 | $990K | Buy |
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|
2023
Q1 | $938K | Buy |
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|
2022
Q4 | $701K | Hold |
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|
2022
Q3 | $646K | Hold |
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|
2022
Q2 | $672K | Hold |
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|
2022
Q1 | $811K | Hold |
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|
2021
Q4 | $862K | Buy |
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|
2021
Q3 | $800K | Hold |
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|
2021
Q2 | $810K | Hold |
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|
2021
Q1 | $756K | Hold |
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|
2020
Q4 | $701K | Hold |
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|
2020
Q3 | $587K | Hold |
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|
2020
Q2 | $548K | Hold |
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|
2020
Q1 | $441K | Hold |
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|
2019
Q4 | $610K | Hold |
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|
2019
Q3 | $572K | Buy |
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|
2019
Q2 | $556K | Buy |
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|
2019
Q1 | $522K | Buy |
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