Ascent 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 | $11.3M | Buy |
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|
2025
Q2 | $9.64M | Buy |
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|
2025
Q1 | $1.17M | Buy |
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|
2024
Q4 | $394K | Hold |
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|
2024
Q3 | $392K | Sell |
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|
2024
Q2 | $743K | Buy |
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|
2024
Q1 | $385K | Hold |
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|
2023
Q4 | $362K | Sell |
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|
2023
Q3 | $310K | Buy |
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|
2023
Q2 | $339K | Hold |
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|
2023
Q1 | $320K | Sell |
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|
2022
Q4 | $328K | Hold |
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|
2022
Q3 | $329K | Sell |
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|
2022
Q2 | $364K | Hold |
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|
2022
Q1 | $400K | Sell |
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|
2021
Q4 | $388K | Buy |
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