Continuum Advisory’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 | $1.89M | Buy |
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|
2025
Q2 | $1.64M | Buy |
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|
2025
Q1 | $1.09M | Buy |
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|
2024
Q4 | $1.14M | Buy |
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|
2024
Q3 | $1.18M | Buy |
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|
2024
Q2 | $1.01M | Sell |
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|
2024
Q1 | $1.04M | Buy |
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|
2023
Q4 | $962K | Sell |
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|
2023
Q3 | $862K | Sell |
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|
2023
Q2 | $914K | Buy |
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|
2023
Q1 | $875K | Buy |
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|
2022
Q4 | $843K | Sell |
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|
2022
Q3 | $830K | Buy |
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|
2022
Q2 | $863K | Buy |
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|
2022
Q1 | $960K | Buy |
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|
2021
Q4 | $1.09M | Buy |
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|
2021
Q3 | $1.01M | Buy |
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|
2021
Q2 | $1.01M | Buy |
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|
2021
Q1 | $983K | Buy |
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|
2020
Q4 | $859K | Sell |
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|
2020
Q3 | $919K | Buy |
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|
2020
Q2 | $851K | Sell |
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|
2020
Q1 | $1.52M | Sell |
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|
2019
Q4 | $2.25M | Sell |
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|
2019
Q3 | $2.09M | Sell |
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|
2019
Q2 | $2.16M | Sell |
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|
2019
Q1 | $2.12M | Sell |
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|
2018
Q4 | $1.87M | Sell |
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|
2018
Q3 | $2.33M | Sell |
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|
2018
Q2 | $2.28M | Buy |
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|
2018
Q1 | $2.16M | Buy |
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|
2017
Q4 | $2.01M | Buy |
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|
2017
Q3 | $1.51M | Buy |
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|
2017
Q2 | $1.44M | Sell |
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|
2017
Q1 | $1.44M | Buy |
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