Certified Advisory Corp’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 | $838K | Buy |
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|
2025
Q2 | $687K | Buy |
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|
2025
Q1 | $631K | Sell |
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|
2024
Q4 | $898K | Buy |
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|
2024
Q3 | $885K | Sell |
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|
2024
Q2 | $851K | Buy |
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|
2024
Q1 | $651K | Sell |
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|
2023
Q4 | $663K | Sell |
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|
2023
Q3 | $815K | Buy |
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|
2023
Q2 | $763K | Sell |
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|
2023
Q1 | $963K | Buy |
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|
2022
Q4 | $848K | Sell |
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|
2022
Q3 | $2.69M | Buy |
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|
2022
Q2 | $2.77M | Sell |
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|
2022
Q1 | $3.53M | Sell |
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|
2021
Q4 | $3.78M | Buy |
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|
2021
Q3 | $3.47M | Buy |
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|
2021
Q2 | $3.29M | Buy |
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|
2021
Q1 | $2.8M | Buy |
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|
2020
Q2 | $82K | Buy |
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|
2020
Q1 | $19K | Hold |
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|
2019
Q4 | $27K | Buy |
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|
2019
Q3 | $25K | Hold |
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|
2019
Q2 | $25K | Sell |
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|
2019
Q1 | $51K | Buy |
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|
2018
Q4 | $44K | Buy |
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|
2018
Q3 | $52K | Hold |
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|
2018
Q2 | $50K | Buy |
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|
2018
Q1 | $48K | Hold |
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|
2017
Q4 | $48K | Buy |
|