Aprio 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 | $373K | Buy |
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|
2025
Q1 | $344K | Buy |
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|
2024
Q4 | $357K | Sell |
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|
2024
Q3 | $358K | Buy |
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|
2024
Q2 | $328K | Sell |
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|
2024
Q1 | $340K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.01M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $268K | Hold |
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|
2022
Q1 | $323K | Hold |
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|
2021
Q4 | $344K | Hold |
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|
2021
Q3 | $324K | Hold |
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|
2021
Q2 | $328K | Buy |
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