Cassia Capital Partners’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 | $660K | Sell |
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|
2025
Q2 | $670K | Sell |
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|
2025
Q1 | $625K | Sell |
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|
2024
Q4 | $698K | Buy |
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|
2024
Q3 | $402K | Hold |
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|
2024
Q2 | $370K | Hold |
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|
2024
Q1 | $384K | Hold |
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|
2023
Q4 | $355K | Hold |
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|
2023
Q3 | $316K | Hold |
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|
2023
Q2 | $333K | Hold |
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|
2023
Q1 | $319K | Hold |
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|
2022
Q4 | $308K | Hold |
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|
2022
Q3 | $284K | Hold |
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|
2022
Q2 | $295K | Hold |
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|
2022
Q1 | $356K | Hold |
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|
2021
Q4 | $379K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $386K | Hold |
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|
2021
Q1 | $360K | Hold |
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|
2020
Q4 | $334K | Buy |
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