Congress Wealth Management’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 | $3.24M | Buy |
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|
2025
Q1 | $2.83M | Buy |
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|
2024
Q4 | $871K | Hold |
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|
2024
Q3 | $868K | Buy |
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|
2024
Q2 | $356K | Buy |
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|
2024
Q1 | $320K | Sell |
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|
2023
Q4 | $350K | Buy |
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|
2023
Q3 | $263K | Hold |
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|
2023
Q2 | $278K | Hold |
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|
2023
Q1 | $266K | Hold |
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|
2022
Q4 | $257K | Buy |
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|
2022
Q3 | $229K | Hold |
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|
2022
Q2 | $238K | Hold |
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|
2022
Q1 | $287K | Hold |
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|
2021
Q4 | $306K | Buy |
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