ARS 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
2021
Q2
$394K Buy
2021
Q1
$367K Buy
2020
Q4
$340K Buy
2020
Q3
$285K Buy
2020
Q2
$266K Buy
2020
Q1
$214K Buy
2019
Q4
$296K Buy
2018
Q4
Sell
2018
Q3
$235K Hold
2018
Q2
$226K Sell
2018
Q1
$230K Buy