ARG
Advisory Resource Group’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 | $594K | Sell |
6,455
-126
| -2% | -$11.6K | 0.11% | 127 |
|
|
2025
Q1 | $560K | Buy |
6,581
+414
| +7% | +$35.2K | 0.11% | 127 |
|
|
2024
Q4 | $545K | Sell |
6,167
-11
| -0.2% | -$972 | 0.12% | 123 |
|
|
2024
Q3 | $544K | Hold |
6,178
| – | – | 0.12% | 120 |
|
|
2024
Q2 | $501K | Buy |
6,178
+229
| +4% | +$18.6K | 0.11% | 117 |
|
|
2024
Q1 | $500K | Buy |
5,949
+138
| +2% | +$11.6K | 0.11% | 115 |
|
|
2023
Q4 | $452K | Buy |
5,811
+638
| +12% | +$49.6K | 0.11% | 120 |
|
|
2023
Q3 | $358K | Buy |
5,173
+2,070
| +67% | +$143K | 0.1% | 120 |
|
|
2023
Q2 | $227K | Buy |
+3,103
| New | +$227K | 0.06% | 138 |
|
|
2023
Q1 | – | Sell |
-15,993
| Closed | -$1.08M | – | 155 |
|
|
2022
Q4 | $1.08M | Buy |
15,993
+611
| +4% | +$41.2K | 0.32% | 56 |
|
|
2022
Q3 | $956K | Buy |
+15,382
| New | +$956K | 0.32% | 60 |
|