Advisory Resource Group’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 | $594K | Sell |
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|
2025
Q1 | $560K | Buy |
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|
2024
Q4 | $545K | Sell |
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|
2024
Q3 | $544K | Hold |
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|
2024
Q2 | $501K | Buy |
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|
2024
Q1 | $500K | Buy |
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|
2023
Q4 | $452K | Buy |
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|
2023
Q3 | $358K | Buy |
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|
2023
Q2 | $227K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.08M | Buy |
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|
2022
Q3 | $956K | Buy |
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