Carolinas Wealth Consulting’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
Q2
Sell
2025
Q1
$183K Buy
2024
Q4
$189K Buy
2024
Q3
$188K Buy
2024
Q2
$173K Buy
2024
Q1
$179K Buy
2023
Q4
$165K Buy
2023
Q3
$139K Buy
2023
Q2
$154K Buy
2023
Q1
$147K Buy
2022
Q4
$141K Buy