Crewe Advisors’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 | $326K | Buy |
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|
2025
Q1 | $278K | Buy |
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|
2024
Q4 | $279K | Hold |
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|
2024
Q3 | $279K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $8.6K | Buy |
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|
2022
Q4 | $1.21K | Hold |
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|
2022
Q3 | $1K | Hold |
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|
2022
Q2 | $1K | Hold |
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|
2022
Q1 | $1K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $222K | Hold |
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|
2019
Q1 | $215K | Hold |
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|
2018
Q4 | $185K | Hold |
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|
2018
Q3 | $219K | Hold |
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|
2018
Q2 | $211K | Hold |
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|
2018
Q1 | $205K | Hold |
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|
2017
Q4 | $207K | Buy |
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