Arkadios 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
Q3 | $1.42M | Buy |
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2025
Q2 | $1.16M | Buy |
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|
2025
Q1 | $312K | Sell |
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|
2024
Q4 | $339K | Buy |
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|
2024
Q3 | $288K | Sell |
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|
2024
Q2 | $286K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $35K | Sell |
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|
2021
Q2 | $300K | Buy |
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|
2021
Q1 | $9K | Sell |
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|
2020
Q4 | $37K | Sell |
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|
2020
Q3 | $96.6K | Sell |
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|
2020
Q2 | $132K | Sell |
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|
2020
Q1 | $215K | Sell |
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|
2019
Q4 | $314K | Buy |
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