Brady Family Wealth’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 | $714K | Sell |
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|
2025
Q2 | $681K | Hold |
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|
2025
Q1 | $630K | Sell |
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|
2024
Q4 | $679K | Hold |
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|
2024
Q3 | $677K | Hold |
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|
2024
Q2 | $623K | Buy |
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|
2024
Q1 | $645K | Sell |
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|
2023
Q4 | $602K | Buy |
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|
2023
Q3 | $533K | Hold |
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|
2023
Q2 | $562K | Sell |
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|
2023
Q1 | $542K | Buy |
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|
2022
Q4 | $521K | Buy |
|