TS Financial Group (TSFG)’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Sell |
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|
2025
Q1 | $225K | Buy |
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|
2024
Q4 | $231K | Buy |
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|
2024
Q3 | $236K | Buy |
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|
2024
Q2 | $216K | Hold |
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|
2024
Q1 | $224K | Sell |
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|
2023
Q4 | $264K | Buy |
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|
2023
Q3 | $236K | Hold |
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|
2023
Q2 | $248K | Buy |
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|
2023
Q1 | $240K | Buy |
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|
2022
Q4 | $237K | Buy |
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|
2022
Q3 | $216K | Sell |
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|
2022
Q2 | $242K | Buy |
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|
2022
Q1 | $285K | Buy |
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|
2021
Q4 | $291K | Buy |
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|
2021
Q3 | $246K | Buy |
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|
2021
Q2 | $220K | Buy |
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|
2021
Q1 | $209K | Buy |
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|
2020
Q4 | $185K | Sell |
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|
2020
Q3 | $190K | Buy |
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|
2020
Q2 | $179K | Buy |
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|
2020
Q1 | $150K | Buy |
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|
2019
Q4 | $221K | Buy |
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|
2019
Q3 | $208K | Buy |
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|
2019
Q2 | $207K | Buy |
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|
2019
Q1 | $196K | Buy |
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