Beaumont Financial 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 | $779K | Hold |
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|
2025
Q2 | $742K | Sell |
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|
2025
Q1 | $693K | Hold |
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|
2024
Q4 | $720K | Sell |
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|
2024
Q3 | $728K | Sell |
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|
2024
Q2 | $761K | Buy |
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|
2024
Q1 | $685K | Hold |
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|
2023
Q4 | $633K | Hold |
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|
2023
Q3 | $564K | Buy |
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|
2023
Q2 | $588K | Hold |
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|
2023
Q1 | $563K | Hold |
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|
2022
Q4 | $543K | Hold |
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|
2022
Q3 | $501K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $2.01M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $3.17M | Hold |
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|
2015
Q2 | $3.17M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $9.69M | Sell |
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|
2014
Q3 | $29.6M | Buy |
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|
2014
Q2 | $24.2M | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $7.72M | Buy |
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