E&G 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
Q3 | $483K | Hold |
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|
2025
Q2 | $460K | Hold |
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|
2025
Q1 | $425K | Hold |
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|
2024
Q4 | $442K | Hold |
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|
2024
Q3 | $441K | Hold |
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|
2024
Q2 | $405K | Hold |
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|
2024
Q1 | $420K | Hold |
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|
2023
Q4 | $389K | Hold |
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|
2023
Q3 | $346K | Hold |
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|
2023
Q2 | $365K | Hold |
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|
2023
Q1 | $350K | Sell |
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|
2022
Q4 | $405K | Hold |
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|
2022
Q3 | $373K | Hold |
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|
2022
Q2 | $388K | Hold |
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|
2022
Q1 | $468K | Hold |
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|
2021
Q4 | $498K | Hold |
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|
2021
Q3 | $469K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $444K | Hold |
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|
2020
Q4 | $411K | Hold |
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|
2020
Q3 | $344K | Hold |
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|
2020
Q2 | $322K | Hold |
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|
2020
Q1 | $259K | Hold |
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|
2019
Q4 | $358K | Hold |
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|
2019
Q3 | $336K | Hold |
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|
2019
Q2 | $335K | Hold |
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|
2019
Q1 | $324K | Hold |
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|
2018
Q4 | $279K | Sell |
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|
2018
Q3 | $435K | Buy |
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