Aaron Wealth Advisors’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
Q1 | – | Sell |
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|
2024
Q4 | $293K | Hold |
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|
2024
Q3 | $292K | Hold |
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|
2024
Q2 | $268K | Sell |
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|
2024
Q1 | $355K | Sell |
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|
2023
Q4 | $348K | Sell |
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|
2023
Q3 | $314K | Sell |
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|
2023
Q2 | $346K | Sell |
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|
2023
Q1 | $346K | Buy |
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|
2022
Q4 | $311K | Sell |
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|
2022
Q3 | $309K | Sell |
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|
2022
Q2 | $1.78M | Sell |
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|
2022
Q1 | $22.7M | Buy |
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