Bill Few Associates’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 | $1.37M | Sell |
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|
2025
Q2 | $1.31M | Hold |
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|
2025
Q1 | $1.21M | Hold |
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|
2024
Q4 | $1.26M | Hold |
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|
2024
Q3 | $1.26M | Buy |
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|
2024
Q2 | $1.1M | Hold |
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|
2024
Q1 | $1.14M | Sell |
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|
2023
Q4 | $1.07M | Buy |
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|
2023
Q3 | $622K | Hold |
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|
2023
Q2 | $656K | Hold |
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|
2023
Q1 | $628K | Hold |
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|
2022
Q4 | $606K | Hold |
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|
2022
Q3 | $558K | Hold |
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|
2022
Q2 | $581K | Hold |
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|
2022
Q1 | $701K | Hold |
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|
2021
Q4 | $746K | Buy |
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