Bar Harbor Wealth Management’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 | $551K | Sell |
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|
2025
Q2 | $584K | Buy |
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|
2025
Q1 | $526K | Sell |
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|
2024
Q4 | $569K | Hold |
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|
2024
Q3 | $568K | Hold |
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|
2024
Q2 | $522K | Hold |
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|
2024
Q1 | $541K | Hold |
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|
2023
Q4 | $501K | Hold |
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|
2023
Q3 | $446K | Hold |
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|
2023
Q2 | $470K | Hold |
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|
2023
Q1 | $450K | Hold |
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|
2022
Q4 | $434K | Hold |
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|
2022
Q3 | $400K | Hold |
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|
2022
Q2 | $416K | Buy |
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|
2022
Q1 | $378K | Sell |
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|
2021
Q4 | $403K | Buy |
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