TS Financial Group (TSFG)’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $140K | Hold |
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|
2025
Q1 | $127K | Hold |
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|
2024
Q4 | $134K | Hold |
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|
2024
Q3 | $131K | Hold |
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|
2024
Q2 | $123K | Hold |
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|
2024
Q1 | $120K | Hold |
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|
2023
Q4 | $109K | Hold |
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|
2023
Q3 | $98K | Hold |
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|
2023
Q2 | $102K | Hold |
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|
2023
Q1 | $94K | Hold |
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|
2022
Q4 | $88K | Hold |
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|
2022
Q3 | $83K | Hold |
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|
2022
Q2 | $87K | Hold |
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|
2022
Q1 | $105K | Hold |
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|
2021
Q4 | $111K | Hold |
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|
2021
Q3 | $102K | Hold |
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|
2021
Q2 | $102K | Hold |
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|
2021
Q1 | $95K | Hold |
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|
2020
Q4 | $89K | Hold |
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|
2020
Q3 | $78K | Hold |
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|
2020
Q2 | $72K | Hold |
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|
2020
Q1 | $59K | Hold |
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|
2019
Q4 | $75K | Hold |
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|
2019
Q3 | $70K | Sell |
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|
2019
Q2 | $142K | Hold |
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|
2019
Q1 | $138K | Buy |
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