AAF Wealth Management’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
Q3 | $603K | Buy |
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|
2025
Q2 | $473K | Sell |
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|
2025
Q1 | $457K | Sell |
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|
2024
Q4 | $729K | Buy |
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|
2024
Q3 | $602K | Sell |
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|
2024
Q2 | $579K | Sell |
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|
2024
Q1 | $721K | Sell |
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|
2023
Q4 | $673K | Sell |
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|
2023
Q3 | $676K | Sell |
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|
2023
Q2 | $742K | Sell |
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|
2023
Q1 | $739K | Sell |
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|
2022
Q4 | $787K | Buy |
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|
2022
Q3 | $406K | Sell |
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|
2022
Q2 | $429K | Sell |
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|
2022
Q1 | $525K | Sell |
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|
2021
Q4 | $572K | Sell |
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|
2021
Q3 | $542K | Buy |
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|
2021
Q2 | $549K | Sell |
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|
2021
Q1 | $526K | Sell |
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|
2020
Q4 | $501K | Buy |
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