Alpha Omega Wealth Management’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 | $230K | Hold |
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|
2025
Q1 | $213K | Hold |
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|
2024
Q4 | $221K | Sell |
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|
2024
Q3 | $229K | Sell |
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|
2024
Q2 | $243K | Hold |
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|
2024
Q1 | $252K | Hold |
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|
2023
Q4 | $233K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $286K | Hold |
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|
2021
Q2 | $290K | Sell |
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|
2021
Q1 | $299K | Sell |
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|
2020
Q4 | $282K | Hold |
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|
2020
Q3 | $236K | Hold |
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|
2020
Q2 | $221K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $266K | Sell |
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|
2019
Q3 | $279K | Sell |
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|
2019
Q2 | $327K | Hold |
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|
2019
Q1 | $316K | Sell |
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|
2018
Q4 | $325K | Hold |
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|
2018
Q3 | $386K | Sell |
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|
2018
Q2 | $397K | Buy |
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|
2018
Q1 | $318K | Sell |
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|
2017
Q4 | $330K | Sell |
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|
2017
Q3 | $362K | Sell |
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|
2017
Q2 | $355K | Sell |
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|
2017
Q1 | $351K | Sell |
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|
2016
Q4 | $353K | Buy |
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|
2016
Q3 | $265K | Hold |
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|
2016
Q2 | $256K | Buy |
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|
2016
Q1 | $246K | Hold |
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|
2015
Q4 | $241K | Buy |
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