Twin Focus Capital Partners’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 | $5.51M | Sell |
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|
2025
Q1 | $5.15M | Buy |
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|
2024
Q4 | $5.35M | Buy |
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|
2024
Q3 | $5.32M | Hold |
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|
2024
Q2 | $4.9M | Sell |
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|
2024
Q1 | $5.12M | Hold |
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|
2023
Q4 | $4.73M | Sell |
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|
2023
Q3 | $4.23M | Sell |
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|
2023
Q2 | $4.48M | Sell |
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|
2023
Q1 | $4.79M | Sell |
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|
2022
Q4 | $4.65M | Sell |
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|
2022
Q3 | $4.45M | Sell |
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|
2022
Q2 | $4.66M | Buy |
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|
2022
Q1 | $5.57M | Buy |
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|
2021
Q4 | $5.87M | Buy |
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|
2021
Q3 | $5.42M | Hold |
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|
2021
Q2 | $5.5M | Sell |
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|
2021
Q1 | $5.59M | Hold |
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|
2020
Q4 | $5.18M | Buy |
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|
2020
Q3 | $1.12M | Buy |
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|
2020
Q2 | $879K | Buy |
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|
2020
Q1 | $580K | Sell |
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|
2019
Q4 | $837K | Buy |
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|
2019
Q3 | $785K | Sell |
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|
2019
Q2 | $839K | Sell |
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|
2019
Q1 | $817K | Sell |
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|
2018
Q4 | $1.09M | Buy |
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|
2018
Q3 | $834K | Buy |
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|
2018
Q2 | $802K | Sell |
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|
2018
Q1 | $801K | Buy |
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|
2017
Q4 | $807K | Buy |
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|
2017
Q3 | $764K | Buy |
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|
2017
Q2 | $744K | Sell |
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|
2017
Q1 | $947K | Buy |
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|
2016
Q4 | $715K | Buy |
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|
2016
Q3 | $696K | Buy |
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|
2016
Q2 | $672K | Buy |
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|
2016
Q1 | $579K | Buy |
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|
2015
Q4 | $569K | Hold |
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|
2015
Q3 | $553K | Hold |
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|
2015
Q2 | $605K | Buy |
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