ARS Wealth Advisors 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 | $315K | Buy |
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|
2025
Q2 | $300K | Sell |
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|
2025
Q1 | $298K | Buy |
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|
2024
Q4 | $309K | Buy |
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|
2024
Q3 | $308K | Buy |
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|
2024
Q2 | $283K | Sell |
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|
2024
Q1 | $346K | Buy |
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|
2023
Q4 | $320K | Sell |
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|
2023
Q3 | $302K | Sell |
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|
2023
Q2 | $349K | Sell |
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|
2023
Q1 | $452K | Buy |
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|
2022
Q4 | $288K | Sell |
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|
2022
Q3 | $363K | Buy |
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|
2022
Q2 | $378K | Buy |
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|
2022
Q1 | $456K | Sell |
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|
2021
Q4 | $488K | Sell |
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|
2021
Q3 | $499K | Buy |
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