Cary Street Partners Investment Advisory’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 | $47.1K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.35M | Buy |
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|
2024
Q2 | $1.12M | Buy |
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|
2024
Q1 | $1.12M | Buy |
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|
2023
Q4 | $994K | Buy |
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|
2023
Q3 | $823K | Sell |
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|
2023
Q2 | $869K | Buy |
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|
2023
Q1 | $712K | Buy |
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|
2022
Q4 | $670K | Sell |
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|
2022
Q3 | $841K | Buy |
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|
2022
Q2 | $717K | Buy |
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|
2022
Q1 | $772K | Sell |
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|
2021
Q4 | $832K | Buy |
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|
2021
Q3 | $491K | Hold |
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|
2021
Q2 | $498K | Buy |
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|
2021
Q1 | $427K | Sell |
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|
2020
Q4 | $488K | Sell |
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|
2020
Q3 | $605K | Buy |
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