Arete Wealth Advisors’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 | $269K | Sell |
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|
2025
Q1 | $256K | Buy |
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|
2024
Q4 | $266K | Buy |
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|
2024
Q3 | $264K | Sell |
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|
2024
Q2 | $243K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $234K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $209K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $706K | Buy |
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|
2021
Q3 | $663K | Sell |
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|
2021
Q2 | $677K | Buy |
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|
2021
Q1 | $613K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $304K | Buy |
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