Ballew 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 | $641K | Buy |
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|
2025
Q2 | $626K | Buy |
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|
2025
Q1 | $532K | Buy |
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|
2024
Q4 | $589K | Buy |
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|
2024
Q3 | $588K | Buy |
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|
2024
Q2 | $558K | Sell |
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|
2024
Q1 | $555K | Sell |
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|
2023
Q4 | $564K | Buy |
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|
2023
Q3 | $503K | Sell |
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|
2023
Q2 | $559K | Hold |
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|
2023
Q1 | $540K | Sell |
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|
2022
Q4 | $569K | Buy |
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|
2022
Q3 | $506K | Sell |
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|
2022
Q2 | $519K | Buy |
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|
2022
Q1 | $623K | Buy |
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|
2021
Q4 | $645K | Buy |
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|
2021
Q3 | $642K | Sell |
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|
2021
Q2 | $647K | Sell |
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|
2021
Q1 | $1.31M | Buy |
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|
2020
Q4 | $631K | Sell |
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|
2020
Q3 | $645K | Sell |
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|
2020
Q2 | $644K | Buy |
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|
2020
Q1 | $489K | Sell |
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|
2019
Q4 | $696K | Sell |
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|
2019
Q3 | $651K | Sell |
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|
2019
Q2 | $956K | Sell |
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|
2019
Q1 | $952K | Sell |
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|
2018
Q4 | $975K | Buy |
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|
2018
Q3 | $198K | Buy |
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|
2018
Q2 | $749K | Buy |
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|
2018
Q1 | $608K | Buy |
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|
2017
Q4 | $533K | Buy |
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