Advisor Resource Council’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 | $930K | Sell |
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|
2025
Q1 | $1.12M | Sell |
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|
2024
Q4 | $1.97M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $913K | Sell |
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|
2024
Q1 | $1.01M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $691K | Hold |
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|
2023
Q2 | $729K | Hold |
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|
2023
Q1 | $698K | Hold |
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|
2022
Q4 | $673K | Hold |
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|
2022
Q3 | $620K | Sell |
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|
2022
Q2 | $853K | Buy |
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|
2022
Q1 | $845K | Sell |
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|
2021
Q4 | $1.16M | Sell |
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|
2021
Q3 | $1.75M | Buy |
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|
2021
Q2 | $1.04M | Buy |
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