CFM Wealth 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
Q2 | $6.41M | Buy |
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|
2025
Q1 | $5.85M | Buy |
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|
2024
Q4 | $6.08M | Sell |
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|
2024
Q3 | $6.13M | Buy |
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|
2024
Q2 | $5.45M | Buy |
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|
2024
Q1 | $4.93M | Sell |
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|
2023
Q4 | $4.8M | Hold |
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|
2023
Q3 | $4.28M | Buy |
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|
2023
Q2 | $4.41M | Sell |
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|
2023
Q1 | $4.27M | Sell |
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|
2022
Q4 | $4.25M | Sell |
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|
2022
Q3 | $3.92M | Sell |
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|
2022
Q2 | $4.15M | Sell |
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|
2022
Q1 | $5.06M | Sell |
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|
2021
Q4 | $5.7M | Sell |
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|
2021
Q3 | $5.54M | Buy |
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|
2021
Q2 | $5.31M | Buy |
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|
2021
Q1 | $4.94M | Buy |
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|
2020
Q4 | $3.51M | Buy |
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|
2020
Q3 | $2.82M | Buy |
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|
2020
Q2 | $2.55M | Sell |
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|
2020
Q1 | $2.06M | Buy |
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|
2019
Q4 | $2.91M | Buy |
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