Connecticut 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 | $1.51M | Hold |
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|
2025
Q1 | $1.4M | Hold |
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|
2024
Q4 | $1.45M | Sell |
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|
2024
Q3 | $1.47M | Hold |
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|
2024
Q2 | $1.35M | Hold |
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|
2024
Q1 | $1.4M | Sell |
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|
2023
Q4 | $1.38M | Sell |
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|
2023
Q3 | $1.23M | Hold |
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|
2023
Q2 | $1.3M | Sell |
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|
2023
Q1 | $1.35M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $293K | Buy |
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|
2022
Q1 | $314K | Buy |
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|
2021
Q4 | $334K | Buy |
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|
2021
Q3 | $309K | Buy |
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|
2021
Q2 | $312K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $23M | Buy |
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|
2020
Q3 | $240K | Sell |
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|
2020
Q2 | $18.4M | Buy |
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