AO
Advisor OS’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $620K | Buy |
6,736
+136
| +2% | +$12.5K | 0.06% | 219 |
|
|
2025
Q1 | $561K | Buy |
+6,600
| New | +$561K | 0.06% | 219 |
|
|
2024
Q2 | – | Sell |
-5,440
| Closed | -$457K | – | 399 |
|
|
2024
Q1 | $457K | Hold |
5,440
| – | – | 0.05% | 251 |
|
|
2023
Q4 | $423K | Sell |
5,440
-296
| -5% | -$23K | 0.06% | 225 |
|
|
2023
Q3 | $397K | Buy |
5,736
+15
| +0.3% | +$1.04K | 0.06% | 201 |
|
|
2023
Q2 | $418K | Buy |
5,721
+316
| +6% | +$23.1K | 0.07% | 208 |
|
|
2023
Q1 | $378K | Buy |
+5,405
| New | +$378K | 0.09% | 178 |
|