Altus Wealth 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
Q3 | $511K | Sell |
|
|||||
|
2025
Q2 | $576K | Sell |
|
|||||
|
2025
Q1 | $736K | Sell |
|
|||||
|
2024
Q4 | $803K | Buy |
|
|||||
|
2024
Q3 | $707K | Buy |
|
|||||
|
2024
Q2 | $595K | Sell |
|
|||||
|
2024
Q1 | $826K | Sell |
|
|||||
|
2023
Q4 | $987K | Buy |
|
|||||
|
2023
Q3 | $854K | Buy |
|
|||||
|
2023
Q2 | $895K | Sell |
|
|||||
|
2023
Q1 | $968K | Buy |
|
|||||
|
2022
Q4 | $924K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $62K | Sell |
|
|||||
|
2020
Q4 | $58K | Buy |
|